I’m trying to model the proceeds from a universal life policy at a future date to fund my retirement goal in the cash flow based planning module. Do I still need to setup an account and use it to fund the retirement? If that’s the case, how do I fund this account in future. Has anyone faced this situation? I tend to think it’s not uncommon.
All posts by John Chambers
Social Security: if you start taking benefits before full retirement age will your spousal benefits be reduced
Hi, my client and his spouse are of similar age, currently 65. Client has PIA of about $2,500 whereas his spouse has PIA on her own record around $800. I’m wondering if the wife can start taking reduced benefits now (before FRA) and later switch to spousal when husband reaches his FRA and opts for file and suspend.
Can someone please recap some best Wealth Planner practices for a client in accumulation
It’s been a while since I attended the demo. Can someone please recap some Wealth Planner best practices for a client in accumulation in accumulation phase?
Modeling disability in wealth planner
How do I model a current or future client disability to see the change in cash flow and any cash shortfalls?