Hello,
As I'm relatively new to annuities, I thought I'd ask advice about a client couple. They want to look at their accounts separately. Wife is 65, plans to retire next year, and has close to $400,000. She is looking to invest $150,000 in an annuity, and plans to turn on income at 70. Preserving assets and creating income is the driving motivation for an annuity.
Husband is 60, and plans to work until 70. He has around $560,000 and is looking to invest $100,000 in an annuity, turning on income at 70. He also owns a business that should net around $300,000 at retirement. Again, p
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As I'm relatively new to annuities, I thought I'd ask advice about a client couple. They want to look at their accounts separately. Wife is 65, plans to retire next year, and has close to $400,000. She is looking to invest $150,000 in an annuity, and plans to turn on income at 70. Preserving assets and creating income is the driving motivation for an annuity.
Husband is 60, and plans to work until 70. He has around $560,000 and is looking to invest $100,000 in an annuity, turning on income at 70. He also owns a business that should net around $300,000 at retirement. Again, p
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