Annuity Case Study

Income Today Not Tomorrow

Mary and Robert from Quebec

Mary and Robert looked at starting the income on various dates but eventually decided to start his income immediately. I tell clients who hesitate to commence income, that no one knows how long they will live or be in good health. You saved the money, so enjoy it. Waiting adds very little to the equation, if anything at all.

After Robert received his policy, he was kind enough to call to thank me for my help. As I have been having computer problems that day, his call was a needed boost. I asked him to put his words in writing, which you can read here.