Retirement


DEFINITION

Beneficiary

An individual designated in a life insurance policy, annuity, will or other agreement to receive a financial benefit upon the death of the owner.

RESOURCES

DID YOU KNOW?

62% of people are not financially ready for retirement. QuickPlan for tablets is an easy to use tool that allows you, within minutes, to assess your own retirement readiness and to forecast your finances for the long term.





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