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Fifty-nine and one-half or older, your customer has spent a lifetime working hard and saving money to accumulate wealth.

Now, your customer wants to explore ways of accessing the appreciated capital. Your client may want to use this capital to create a fixed stream of income for life. Or, your client may want to direct a stream of income to one or more children or grandchildren, a disabled family member, or some other loved one. This customer will find attractive a significant tax deduction to offset a potentially large capital gains tax. Also, your customer will welcome the opportunity to make a significant donation to a charity, school, religious organization, or cause-related group that is important to him or her.  

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