When Advising Seniors, Approach Insurance As A Placeholder

Stone, Robert P.
September 2006
National Underwriter / Life & Health Financial Services;9/4/2006, Vol. 110 Issue 33, p38
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.


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