More Than They Will Ever Need: Estate Maximizing Strategy with Built-In Funding

It is not unusual today to find clients at or near retirement who discover that they have overfunded their lifetime retirement income needs. They have accumulated more assets or sources of income than they will ever need—even taking into account inflationary pressures and the possibility of longer life spans--through employee benefit plans, inheritances, or just plain thriftiness.

More Than They Will Ever Need: Estate Maximizing Strategy with Built-In Funding
Source: Life Insurance Selling
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