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Jack Carlton

Jack Carlton is Head of Case Design at DFS Marketing and has served in this role since 2019. He holds a Bachelor’s in Criminal Justice and Political Science from Sam Houston State University in Huntsville, TX.

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When your clients are approaching retirement age, they’ll have a choice between how their retirement accounts will pay out, especially if they’ve worked with one company for a long period of time. They can choose between one of two options: a lump sum payout, or getting a monthly pension payout for the rest of their life. Let’s discuss the pros and cons of both, so you can help your clients make an ultimate decision on what is best for them.

Jack Carlton