These products target
clients at retirement age who wish steady payments over the future years.
Not exact matches
A new array of devices and services is transforming
retirement, making it easier for
aging clients to work, stay healthy, live
at home and remain connected to friends and family.
The maximized strategy of Nancy filing and suspending benefits
at age 66, Joe filing for spousal benefits
at age 66, and then both filing for
retirement benefits
at age 70 will benefit the
client more than the «what - if» strategy of both individuals simply filing for
retirement at full
retirement age (66).
He managed the company's affairs until his
retirement in 1999
at the
age of 91, and is reported to have made his
clients extraordinary investment gains.
• You can specify
ages that both
client and spouse start to collect Social Security
retirement benefits separately, and
at any year (not just 65 to 72), how much both receive in monthly Social Security benefits, and their annual inflation rates (COLA), separately too.
The
client's life expectancy can impact the number of years of anticipated
retirement, and even the
age at which the
client chooses to retire.
Term insurance is meant to protect the insured until
retirement, and not
age 59, unless the agent wants to scam the
client by selling shorter term insurance with the intention to renew later
at higher premiums.