Oct 28, 2015 #1 D Dix86 Super Genius 100+ Post Club 128 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?
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?
Oct 29, 2015 #2 securico New Member 7 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.
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.
