Summary: Might an annuity be something your client should consider? This box set covers important things a client needs to think about if they are considering buying an annuity. It showcases many of the areas an adviser can add real value to a client considering annuity purchase.
Who is this box set for:
Any client who is considering purchasing a guaranteed income.
About this box set
The box set covers topics including inflation, joint life, guarantees and health and lifestyle. It concludes with a case study to cement the clients learning and understanding. It’s ideal for prepping clients ahead of a meeting.
More information on the box set chapters:
1. Guide to Guaranteed Income – 6 min
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
2. Inflation – 4 min
How can I maintain the real buying power of my annuity income?
3. Joint life annuity – 3 min
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
4. Guaranteed death benefits – 4 min
How can I avoid getting poor value for money from my annuity if I die earlier than expected?
5. Health & lifestyle – 3 min
Could my current health and lifestyle mean I qualify for a higher annuity income?
6. Guaranteed annuity rates – 2 min
Does my current pension policy include valuable income guarantees?
7. Shopping around for an annuity – 2 min
How do I get the best deal when buying an annuity?
8. Case study – guaranteed income – 5 min
An example of someone who might benefit from having a guaranteed income.