Sentences with phrase «of pension maximization»

The idea of pension maximization is to give Bob's spouse a $ 750 benefit and take the $ 150 and buy a life insurance policy.

Not exact matches

7) Pension Maximization Life Insurance — The purchase of a policy for retirement purposes and to maximize a person's pension for when they Pension Maximization Life Insurance — The purchase of a policy for retirement purposes and to maximize a person's pension for when they pension for when they retire.

Aside from these, one's business or assets can be protected through a buy / sell agreement, as well as a maximization of pension.

The best type of policy for pension maximization is a non-cash accumulating permanent policy, also known as a guaranteed universal life insurance policy.

In order for pension maximization to make sense, there are two prerequisites to keep in mind: Your Health As is the case with just about any life insurance policy of value, your overall health is the single most important determining factor in your premium.

A pension maximization strategy should provide your spouse with at least the same amount of money that they would have received at your passing if you had chosen the joint - survivorship pension plan.

When purchasing life insurance for pension maximization, we recommend securing a policy with guaranteed rates and coverage until 90 or later depending on your family's history of longevity.

For pension maximization to make sense for Todd and his wife, the cost of his life insurance needs to be less than $ 848 per month.

Pension maximization is ideal for pension earners who are in average or better health because they can usually save a considerable amount of money each month while still providing their spouse with an income safePension maximization is ideal for pension earners who are in average or better health because they can usually save a considerable amount of money each month while still providing their spouse with an income safepension earners who are in average or better health because they can usually save a considerable amount of money each month while still providing their spouse with an income safety net.

Pension maximization involves determining whether or not a life insurance policy can provide a comparable replacement income for your surviving spouse for less than the monthly reduction of selecting a joint - life annuity plan.

A lot of the client's we work with can save at least a few hundred dollars a month with pension maximization.