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Blackwood Financial Group helped to create a strategy that will protect Lisa in the event of David leaving this world prematurely. The strategy will also allow them to take a minimal survivor's benefit option which will help save them hundreds of dollars every single month for the duration of retirement. The extra money will allow them to go on vacations and visit their parents and would not have been possible without the savings every month.
Gary and Cheryl have been battling health challenges, but that doesn't disqualify them from choosing a survivor's benefit option, which could allow them to maximize their monthly income. With this plan in place, Gary does not have to worry about losing income if something happened to Cheryl's pension.
All scenarios and names mentioned herein are purely fictional and have been created solely for educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice.