I would suspect on review of the facts, this lady choose to ensure
her life savings tied up in her home were protected by hiring someone her years of experience told her she could trust.
Losses can jeopardize the mortgage and even bankrupt a landlord who often has
his life savings tied up into real - estate.
Ask the homeowner who has
life savings tied up in a poorly insulated house and whose skills qualify her only to make energy - guzzling widgets what she thinks about the possibility of change.
Not exact matches
Retirement
savings are closely
tied to savers» stages of
life.
Unless you plan to sell your home (and you don't care all your assets are
tied up in one investment), you have to build
savings so you not only have a place to
live, but money to eat.
A gift of
life insurance is an excellent way to make a sizable contribution that does not
tie up current assets, that provides immediate tax
savings and that helps ensure the Center's future.
Tom is a bit put off by this as in their original phone discussion he had mentioned wanting a non stock market
savings plan and the Indexed Universal
Life insurance policy is somewhat
tied to market performance.
Turn just a portion of your
savings into guaranteed income for
life, without being
tied to the ups and downs of the market.
No big deal on the
savings, but without the bell and whistle
tied together the client could be in long term care for 4 years and still have $ 100,000 of
life insurance in force.
Those that do
live on their own choose to rent, rather than buy, the result of paltry
savings (drained by student debt) and an aversion to being
tied down.