Lump Sum from Pension

Oct 28, 2015

  1. Dix86
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    Dix86 Super Genius

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    have a client taking a lump sum instead of the pension payout of 88k. He's looking for the best accumulation vehicle. Any thoughts on this?
     
    Dix86, Oct 28, 2015
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  2. securico
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    securico New Member

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    State:
    Texas
    How old is he? Allianz and Delaware can be great accumulation plays.... What state? Is he looking for an income rider attached to it? The Allianz 222 would be a good place to start, no rider fee and an uncapped strategy.
     
    securico, Oct 29, 2015
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