Of the following, who is the most suitable candidate for a Portfolio Income Annuity? Kevin, who's primary goal is wealth accumulation and maximize growth with exposure to market volatility. Marie, who is an existing Northwestern Mutual Permanent Life Insurance client and has experienced NM's dividend-paying history. She would like to create guaranteed lifetime income in retirement with the potential for income growth. Susan, who does not have a Pension Plan and would like more guaranteed income in retirement to supplement her Social Security. She is extremely conservative and wants a fixed guaranteed lifetime income stream she can rely on. Dave, who has some health concerns and is worried about leaving a legacy in retirement. He would like to have access to his assets in the case of an emergency.
Of the following, who is the most suitable candidate for a Portfolio Income Annuity? Kevin, who's primary goal is wealth accumulation and maximize growth with exposure to market volatility. Marie, who is an existing Northwestern Mutual Permanent Life Insurance client and has experienced NM's dividend-paying history. She would like to create guaranteed lifetime income in retirement with the potential for income growth. Susan, who does not have a Pension Plan and would like more guaranteed income in retirement to supplement her Social Security. She is extremely conservative and wants a fixed guaranteed lifetime income stream she can rely on. Dave, who has some health concerns and is worried about leaving a legacy in retirement. He would like to have access to his assets in the case of an emergency.
Chapter15: Mutual And Exchange Traded Funds
Section: Chapter Questions
Problem 6FPC
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192.
Subject : - Finanace
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