Who is this box set for?
Any client who is considering purchasing a guaranteed income.
About this box set
The box set covers important topics that people who are considering buying an annuity need to think about. These include inflation, joint life, health & lifestyle and guarantees. It showcases many of the ways an adviser can add value to a client considering annuity purchase and 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 mins
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
2. Inflation - 4 mins
How can I maintain the real buying power of my annuity income?
3. Joint life annuity - 3 mins
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
4. Guaranteed death benefits - 4 mins
How can I avoid getting poor value for money from my annuity if I die earlier than expected?
5. Health & lifestyle - 3 mins
Could my current health and lifestyle mean I qualify for a higher annuity income?
6. Guaranteed annuity rates - 2 mins
Does my current pension policy include valuable income guarantees?
7. Shopping around for an annuity - 2 mins
How do I get the best deal when buying an annuity?
8. Case study - guaranteed income - 5 mins
An example of someone who might benefit from having a guaranteed income.
