Sentences with phrase «clients at retirement age»

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.
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