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Max Income vs Traditional Capital Preservation by John Smith is a document available to read on EtoBox.

What is Max Income vs Traditional Capital Preservation about?

The document compares the Old Mutual Max Income Capital Preservation Benefit (CPB) to traditional Capital Preservation options. It shows that for a 60-year old male with R1m capital, the Max Income CPB provides higher net income despite having a lower gross annuity income. Specifically, the Max Income CPB provides R4,000 in net income compared to R3,700 from the traditional option, a 7.5% difference. The Capital Preservation Benefit allows choosing a payout on death equal to or lower than the capital invest

Author

John Smith

Language

EN