The Zone System for Choosing Retirement Income Products, Part 1
May 14, 2007
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By Jim Otar, CFP
How do you decide which product to use when your client needs lifelong incomeespecially if his retirement savings aren't what they should be? One advisor classifies his clients into zones to decide whether to go with an investment portfolio or buy a life or variable annuity. Here is his system for making these crucial product decisions. Part 1 of 2.