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Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
Milestones   squeeze every drop retirement planning presentation at fsc seminar 16sept2010
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Milestones squeeze every drop retirement planning presentation at fsc seminar 16sept2010

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A synopsis of how to coordinate your State and Approved Retirement Savings benefits in Jamaica.

A synopsis of how to coordinate your State and Approved Retirement Savings benefits in Jamaica.

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  • 1. Squeeze Every Drop © Retirement Financial & Lifestyle Planning - Co-ordination of Benefits (COB) - MILESTONES & LIFESTYLE PLANNING SERVICES www.milestoneslifestyle.com
  • 2. Presenter Me: 1961 Me: 2010
  • 3.
    • “ Cessation of work is not accompanied by cessation of expenses.”
    • - Cato
  • 4. Objective
    • To know your sources of income as a result of retirement
  • 5. Workout
    • Q&A
  • 6. Learning Point
    • You will know where to find your income and how to coordinate your benefits (COB) for a financially secure retirement lifestyle
  • 7. Squeeze Every Drop © Let’s start to
  • 8. Q1
    • What’s your definition of retirement?
    • Retirement is that date when you are unable to be gainfully employed and YOU &/or YOUR heirs need a lifetime guaranteed income as a result of the following life events:
    • - Disability,
    • - Old age and
    • - Death
  • 9. Q2
    • What are the life events which trigger a retirement benefit?
    • There are 3 life events which trigger a retirement benefit:
      • Disability,
      • Old age and
      • Death
  • 10. Q3
    • Name 8 sources of Retirement Income
    • State benefits : NIS and NHT
    • 2. Approved Retirement Savings : - Superannuation Funds, - Retirement Schemes and - Retirement Benefits Schemes (no longer offered)
  • 11. Q3 cont’d
    • 3. Spouse’s income , where applicable
    • 4. Personal savings & investments : includes life insurance, real estate, redundancy payments, bank and credit union savings, royalties, CDs, T’Bills, stocks and bonds, etc
    • 5. Inheritance
  • 12. Q3 cont’d
    • 6. Reverse Mortgage
    • 7. Support from child/ren , if applicable
    • 8. Employment
  • 13.
    • “ Cessation of work is not accompanied by cessation of expenses.”
    • - Cato
  • 14.
    • Summary
    Squeeze Every Drop ©
  • 15. Summary
    • The first 4 steps to a financially secure retirement income and lifestyle are to know:
    • your 8 sources of income
    • how to care for them,
    • how to COB them and
    • how to Squeeze Every Drop © (make a claim) as a result of:
    • Disability, Old age and Death
    Squeeze Every Drop ©
  • 16.  
  • 17. Thank You for your Kind attention Squeeze Every Drop © MILESTONES & LIFESTYLE PLANNING SERVICES www.milestoneslifestyle.com (876) 897-2335; 886-7318; 383-7452

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