Hello
My client resides in Mass. Age 83
Has 29k sitting in a liquid bank savings account. Nothing else to speak of.
Is looking for somewhere to put this where he can tap it monthly or annually. Most likely will not pass suitability for Annuity per lack of other assets.
Not sure if there are any paid up single life options that would offer a decent interest rate and and allow to tap a small portion annually?
Any suggestions?
Thanks!
My client resides in Mass. Age 83
Has 29k sitting in a liquid bank savings account. Nothing else to speak of.
Is looking for somewhere to put this where he can tap it monthly or annually. Most likely will not pass suitability for Annuity per lack of other assets.
Not sure if there are any paid up single life options that would offer a decent interest rate and and allow to tap a small portion annually?
Any suggestions?
Thanks!
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