Pension Alternative Planning
Pension Alternative Planning
As an employee, you've worked hard and dedicated a significant amount of time to your company and career. Now, the time has come for you to think about yourself and your family and what you want to do for the rest of your life. What are your goals and desires?
Your employer has set aside money for you to use in retirement in a defined benefit plan. The time is coming for you decide how you want this money distributed to you in retirement. You will have several options to select from and some pay more than others.
This is a decision that you only can make once and it may have an impact on your financial future.
I can help you review your options and you put a retirement plan in place that will help make your retirement dreams a reality. One option that I would like to talk to you about in more detail is the pension income alternative using life insurance. It is a technique, which maximizes the distribution of pension assets while both spouses are alive and supplements the surviving spouse's income with life insurance death benefit proceeds. While this technique isn't right for everyone, the more information you have the easier it will be to make a decision that's the right choice for your family.
Please contact me at 561-417-8232 or ceilers@jhnetwork.com
513-06032009-16585960
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