Summary
Might an annuity be something your client should consider? This box set covers important factors and about buying an annuity including inflation, joint life, and health and lifestyle. Showcases many of the areas an adviser can add real value to a client considering this secure retirement options. Accredited by the PMI.
Who is this box set for?
Might an annuity be something your client should consider? This box set covers important factors and about buying an annuity including inflation, joint life, and health and lifestyle. Showcases many of the areas an adviser can add real value to a client considering this secure retirement options. Accredited by the PMI.
About this box set:
Money Alive’s Guaranteed Income Journey (annuity) is in 8 chapters comprising an Introductory guide, Inflation, Joint life, Guaranteed death benefits, Health & lifestyle, GAR and Shopping around. The journey concludes with a Case study to cement the clients learning and understanding.
Chapters
1. Guide to Guaranteed Income
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
2. Inflation
How can I maintain the real buying power of my annuity income?
3. Joint life annuity
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
4. Guaranteed death benefits
How can I avoid getting poor value for money from my annuity if I die earlier than expected?
5. Health & lifestyle
Could my current health and lifestyle mean I qualify for a higher annuity income?
6. Guaranteed annuity rates
Does my current pension policy include valuable income guarantees?
7. Shopping around for an annuity
How do I get the best deal when buying an annuity?
8. Case study - guaranteed income
An example of someone who might benefit from having a guaranteed income.
