NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 89 Of 110
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Estate Planning Tools: Include wills, trusts, and POA for wealth management.
Reverse Mortgage Eligibility: Requires ownership of residential property.
Tax-Free Annuities: Annuity income is taxable, but reverse mortgage annuities are exempt.
Retirement Lifestyle Adjustments: Lifestyle changes may be needed for corpus shortfall.
Health Cover Adequacy: Increasing sum assured ensures adequate coverage.
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