In a nutshell, the best retirement income strategy that utilizes annuities is “plan early, buy early and use early.”
It is critical for advisors to understand the true benefit of each type of annuity by going beyond the issue of cost.
Advisors should help clients understand the respective cost and benefit of both term and permanent life insurance.
Starting Social Security at age 66 rather than 70 can produce greater long-term benefits, says an advisor's research.
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