NISM Series XVII: Retirement Adviser Certification Examination Notes

Page 92 Of 110

Go to:

  • Reverse Mortgage Tenure: Offers flexible income periods for retirees.
  • Nomination Validity: Family-only nominations are valid; others are invalid.
  • Debt Impact: Excessive debt risks financial stability in retirement.
  • Health Insurance Renewal: Regular renewal adjusts coverage for aging needs.
  • Estate Planning Goals: Ensures wealth distribution per retiree’s wishes.

NISM 17 Retirement Adviser

Copyright 2025 - MODELEXAM MODELEXAM®