Life Stages : Late Adulthood 70+

70+ … learn to accept death… time for hobbies… families impacted



Wealth protection
Financial & Tax planning: Preserve assets, savings, investment, income
Income from Savings/Investments
Suitable investments plan with income
Succession Plan
Financial & Tax Planning
Protect estate from taxes
Whole of Life Term Assurance contract
Home Trade Down
Financial & Tax Planning
Long term care
Financial & Tax Planning
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