The majority of your clients could qualify

Our underwriting expertise helps you secure the best annuity terms for your clients

Just Retirement’s Annuity Underwriting Guide

Our comprehensive underwriting guide provides you with information you need to transact annuity business easily and profitably. We have updated the guide, reflecting our latest annuity underwriting position and included fresh case-studies, highlighting our current range of enhanced conditions. The guide seeks to highlight the whole spectrum of conditions that can enable your clients to qualify for enhanced rates from the very minor to the more severe.

It’s a common misconception that the opportunity to qualify for an enhanced annuity will only apply to a minority of clients.

However, with our expert underwriting capabilities, it is possible to write cases that include lifestyle factors such as excessive alcohol consumption or raised cholesterol through to serious conditions such as cancers and heart disease. In fact, we estimate that 60% of people might qualify for an enhanced annuity.

Our underwriting commitment to you means that we will always:

  • Help you secure the best possible annuity income for your clients through our expert underwriting and award-winning service
  • We have underwritten on a wide range of eligible conditions, with over 1,500 conditions qualifying on their own and in combinatio
  • Consider all cases, particularly more complex or ‘impaired’ cases which may require more medical information but could gain your client even higher income.

Request your copy of the guide now

Fill out your details in the below form to request your copy of the 2012 edition of the annuity underwriting guide.

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