I need ideas planning for an older client
I got another older client. Age 70 with 70-80 in the bank only. he has an income of at least 6k a month and can save 1k a month for the next few years. I can do an annuity but that leaves 10% liquid a year. would like to see more looking into whole life now. I would like a one-pay solution if possible. @Alberto Riehl
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Eric Elam
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I need ideas planning for an older client
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