The Zone System for Choosing Combinations of Retirement Income Products, Part 2
May 21, 2007
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By Jim Otar, CFP
When clients have merely sufficient savingsneither abundant nor deficienthow do you decide on the right combination of products to use? The Zone System can help you figure out the perfect mix of investment portfolio and annuities that will generate the lifelong retirement income your client needs. Part 2 of a two-part series.