On this episode:
On this episode, we’re going to tackle these questions that might not get much attention ahead of retirement but are essential to success in that next chapter of life. Much of what we’ll take you through will affect the key areas of planning so make sure you’re asking these questions well ahead of the day you want to retire.
Here’s are the questions we want to address today:
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Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.
¹ Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 18165 - 2018/10/18