TITLE

When Advising Seniors, Approach Insurance As A Placeholder

AUTHOR(S)
Stone, Robert P.
PUB. DATE
September 2006
SOURCE
National Underwriter / Life & Health Financial Services;9/4/2006, Vol. 110 Issue 33, p38
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the suggestion for retirement of seniors on using placeholders to allow them an incremental implementation of a strategy. Industry experts have proposed on using annuities as a placement fore retirement income. It is suggested to purchase a large immediate annuity which would result to achieving a reasonable income. Laddering annuity products, period of income can be created while permitting control of the remaining deferred assets.
ACCESSION #
22410397

 

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