Your client, Rita, is 58 years old and plans to retire in five years. Working together, you have identified a $1,000/month income gap in her retirement plan. What are Rita's options to close THE gap?
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and contractual obligations. Life Insurance Company of the Southwest is not an authorized
insurer in New York and does not conduct insurance business in New York. NL Financial
Alliance is a trade name and Distribution Channel of National Life Insurance Company,
Montpelier, Vermont. Administrative Office: One National Life Drive, Montpelier, VT
05604.
