Graphic view, February 2008
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Triggers for starting retirement planning
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Life settlement cases often, though not always, are rooted in a client’s need or desire for additional retirement income. But what spurs a person to start retirement income planning in the first place? The chart shows some of the key triggers. Thought for advisors: a few of these triggers may occur when the client is in late 60s to early 70s—the time of lie when life settlements may be introduced as a possible resource for the income strategy.
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