TITLE

Try asset reallocation for older SPDA clients

AUTHOR(S)
Nisbet III, James B.
PUB. DATE
August 1998
SOURCE
National Underwriter / Life & Health Financial Services;8/10/98, Vol. 102 Issue 32, p16
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Describes how to do asset reallocation with older single-premium deferred annuity (SPDA) clients in the United States. Annuitization of SPDA; Use of immediate annuity income to provide guaranteed income; Purchase of life or joint life policy; Choice of annuitization option; Objections to asset reallocation.
ACCESSION #
969862

 

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