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Retirement Life Insurance

How Much is Needed to Optimize Retirement Spending
Sofort lieferbar | Lieferzeit: Sofort lieferbar I
ISBN-13:
9781501506185
Veröffentl:
2017
Seiten:
219
Autor:
Steve Heller
Serie:
De|G Press
eBook Typ:
PDF
eBook Format:
EPUB
Kopierschutz:
0 - No protection
Sprache:
Englisch
Beschreibung:

Do your clients have any idea of what they can/should spend in retirement? Do they know what they need to do to optimize their retirement spending? How can you protect a spouse from the drop in social security if a client dies early? Why is it likely that buying insurance or buying a fixed annuity can dramatically increase the level of your client's spending-even if your customer is already retired? What if you could show your client exactly what the impact would be and at what level they would need to buy to achieve a certain level of spending? How can buying a fixed annuity be a hedge against term life expiration and what level is required? When should your client start taking social security? What can your client spend now and how much can that improve if they purchase insurance or an annuity from you?
The problem: Social Security makes up a large part of most retirees income but when one member of a married couple dies, the survivor's income is severely reduced

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