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Reseña del editor
Do your clients have any idea of what they can/should spend in retirement? Do they know what they need to do to optimize their retirement spending? How can you protect a spouse from the drop in social security if a client dies early? Why is it likely that buying insurance or buying a fixed annuity can dramatically increase the level of your client's spending-even if your customer is already retired? What if you could show your client exactly what the impact would be and at what level they would need to buy to achieve a certain level of spending? How can buying a fixed annuity be a hedge against term life expiration and what level is required? When should your client start taking social security? What All these questions and more are answered in this book and in the free software that accompanies this book. The software, though more complex than most end users would care to learn, offers you the opportunity to load in customer financial data and give them results that will calculate various options. The amazing and counter-intuitive part is that it is highly likely that most individuals can see their monthly spending capability go up dramatically by buying insurance and/or buying a fixed annuity and the software enables you to zero in on the desired level. Even though life insurance is an old, established financial product, and annuities are even older, there is one enormous market that has been overlooked: the market for additional retirement funds for a surviving spouse and replacement of Social Security payments that are lost after the death of a spouse. This book explains how to address this market, and includes instructions and a license for software that illustrates how insurance and annuities can increase sustainable spending in retirement.
Biografía del autor
Steve Heller, President Chrysalis Software, USA
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- VerlagDe|G Press
- Erscheinungsdatum2017
- ISBN 10 1501515128
- ISBN 13 9781501515125
- EinbandTapa blanda
- Anzahl der Seiten220
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Retirement Life Insurance: How Much is Needed to Optimize Retirement Spending
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Taschenbuch. Zustand: Wie neu. 220 Seiten; 2017. Umschlag an den Rändern minimal berieben/bestossen. Innenteil tadellos - u n g e l e s e n - keine Risse, Knicke, Anmerkungen. ! KEIN Mängelexemplar! Versand aus München V127 Sprache: Deutsch Gewicht in Gramm: 383. Artikel-Nr. 55927
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Retirement Life Insurance : How Much is Needed to Optimize Retirement Spending
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Taschenbuch. Zustand: Neu. Druck auf Anfrage Neuware - Printed after ordering. Artikel-Nr. 9781501515125
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