Problem
Complete a pension commutation analysis in Naviplan.
Based on your analysis, answer the following questions:
a) What is Beatrice's life expectancy?
b) What is Beatrice's current net worth as of today?
c) What is Beatrice's cash flow surplus expected to be for 2022?
d) Should Beatrice remain a member of her company's pension plan or commute her pension? Support your answer with three clear and specific reasons.
e) Identify three specific recommendations you would provide to Beatrice (outside of whether to commute her pension or not).
f) How much money will Beatrice's favourite charity receive upon her death if she lives until her most conservative life expectancy?