PPT-Life Insurance in Retirement Planning (LIRP)

Protection and Potential Income PRESENTED BY Joe SampleDesignations per field stationery guidelines Company Approved Title FirmName The Prudential Insurance Company of America. Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University. Wealth replacement. Gifting existing policies. Creating new policies for the charity. Common Uses. The new you. Retirement Planning. End of key phase. Beginning of new phase. OPPORTUNITY. to live your remainder of life . DREAM. . childhood. adolescence. adulthood. retirement. old age. Traditional view of life. Where insurance fits today. YOUR CLIENTS’ BIGGEST CONCERNS. Income taxes. Outliving their retirement savings. Medical bills eroding their nest egg. THREE CORNERSTONES . OF RETIREMENT. Social Security. SECURING YOUR RETIREMENT. A Woman’s Guide to Retirement Income Planning. TODAY, . I accomplished something great.. TODAY, . I’m building a plan to secure tomorrow.. TODAY,. . I’m excited for . The Case for Cash Value Life Insurance. Presented by…. Policies issued by American General Life Insurance Company and The United States Life Insurance Company in the City of New York, members of American International Group, Inc. (AIG). Are You Prepared for Your Financial Future?. Pinpoint your specific problem areas. Highlight steps to turn things around. Bad Saving Habits. More than half (54 percent) of Americans have not been able to save any of their income in the past year. Jeannie . Greer. Benefits Department. Smarter Living. 2017-2018 . Retirement Eligibility Requirements. Reduced Retirement:. . 1. Age 50 with 20 years of services. 2. Age 60 with 5 years of service . January 2017. 1. The Civil Service Superannuation Fund. Pension and Life Insurance. Retirement Seminar. Pension and Life Insurance Retirement Seminar - Updated January 2017. . 2. The Civil Service Superannuation Board. Imagine your client as a house.. Most of the times, all the doors and windows are locked. It is very difficult to get inside to build a relationship, identify needs and recommend solutions.. But, every once in a while, something comes about that will cause a door to open. Something happens where a client needs to make a financial decision. If you know when that door is going to open, you can walk in and help them identify their need and present your solutions.. Some focus on guaranteeing that insurance coverage is there when it is needed, while others provide the potential for tax-advantaged, cash benefits – which may be used to supplement retirement income.. A Timeline for Action. University Payroll and Benefits (UPB). Customer Service . February 20, . 2016. Urbana Human Resources. UPB Customer Service . Retirement Planning. Mark McGiles. Assistant Manager . wealth planning objectives, including retirement, estate and asset protection planning. If properly designed, funded and maintained, t he RALA strategy can be utilized to supplement your retirement Iowa State University Capstones Theses and Dissertations Summer 2019 Bedo case study Bedo case study Glenn Harris glenntonyisugmailcom ollow this and additional works at https//libdriastateedu/creativ We will delve into the intricacies of taxes on life insurance in the UK, exploring the rules and regulations that govern this important aspect of financial planning.