Sentences with phrase «right annuity plan»

Not exact matches

As you determine if an annuity may be right for you, remember that they are intended as vehicles for long - term retirement planning, which is why withdrawals reduce an annuity's remaining death benefit, contract value, cash surrender value and future earnings.

As you determine what annuity might be right for you, remember they are intended as vehicles for long - term retirement planning, which is why withdrawals reduce an annuity's remaining death benefit, contract value, cash surrender value and future earnings.

Among them are the rights to: bullet joint parenting; bullet joint adoption; bullet joint foster care, custody, and visitation (including non-biological parents); bullet status as next - of - kin for hospital visits and medical decisions where one partner is too ill to be competent; bullet joint insurance policies for home, auto and health; bullet dissolution and divorce protections such as community property and child support; bullet immigration and residency for partners from other countries; bullet inheritance automatically in the absence of a will; bullet joint leases with automatic renewal rights in the event one partner dies or leaves the house or apartment; bullet inheritance of jointly - owned real and personal property through the right of survivorship (which avoids the time and expense and taxes in probate); bullet benefits such as annuities, pension plans, Social Security, and Medicare; bullet spousal exemptions to property tax increases upon the death of one partner who is a co-owner of the home; bullet veterans» discounts on medical care, education, and home loans; joint filing of tax returns; bullet joint filing of customs claims when traveling; bullet wrongful death benefits for a surviving partner and children; bullet bereavement or sick leave to care for a partner or child; bullet decision - making power with respect to whether a deceased partner will be cremated or not and where to bury him or her; bullet crime victims» recovery benefits; bullet loss of consortium tort benefits; bullet domestic violence protection orders; bullet judicial protections and evidentiary immunity; bullet and more...

And in a session during which I talked about arriving at the right asset allocation for retirement, I noted that, while immediate annuities are not for everyone, adding one to a retirement income plan can not only provide additional income that will last as long as you live, but also contribute to a more secure and happier retirement.

The Romans made a few major mistakes, but they got it right when it came to annuities and lifetime income planning.

Find out if annuities are right for your retirement plan.

Incidents of Ownership In life insurance and annuities, the right to exercise any of the privileges of policy ownership, including the right to change beneficiaries, withdraw cash values, take policy loans, make assignment, etc.) Incidents of ownership can be major estate planning factors for policyowners who wish to transfer policy ownership from themselves to another person or a trust, thereby removing the policies from their estates.

As you determine if an annuity may be right for you, remember that they are intended as vehicles for long - term retirement planning, which is why withdrawals reduce an annuity's remaining death benefit, contract value, cash surrender value and future earnings.

As you determine what annuity might be right for you, remember they are intended as vehicles for long - term retirement planning, which is why withdrawals reduce an annuity's remaining death benefit, contract value, cash surrender value and future earnings.

If you need guidance in deciding if a life insurance plan or annuity is right for you, consult a life insurance or annuity planning consultant to discuss all the options.

Overall, an annuity bought for the right reasons, as part of a plan, is a great choice.

If you are looking for a stable and secure income in your retirement years, an annuity plan can be the right product for you.

The insurance company pays the annuitant the annuity pension plan amount right after the receipt of the lump sum premium.

Ask your agent if an irrevocable trust and a life insurance annuity is the right tool for your estate planning life insurance needs.

Immediate Annuity Plans: An Immediate Annuity Plans is those plans which start paying the annuity right from day one, once the insured makes a lump sum payPlans: An Immediate Annuity Plans is those plans which start paying the annuity right from day one, once the insured makes a lump sum payPlans is those plans which start paying the annuity right from day one, once the insured makes a lump sum payplans which start paying the annuity right from day one, once the insured makes a lump sum payment.

Right Pension Option: Choose the apt pension plan with suitable pension options like Annuity payable for Life, Life Annuity with Guaranteed Period, Increasing Annuity or Joint life annuity, etc. meeting your requirement.