Helping your clients get more annuity incomeWe estimate that 60% of retirees could qualify for an enhanced annuity*. So, it’s worth getting to know the difference our expert underwriting could make to your clients retirement income and completing the Common Quotation Form to capture additional medical and / or lifestyle conditions for every case.
And for the 40% who don’t yet qualify, many of those run the risk of deteriorating health later on in retirement. With our Fixed Term Annuity, clients retain the option to purchase an enhanced annuity at a later stage if they qualify.
This could be at the end of the plan term, when they come to reinvest their Guaranteed Maturity Amount, or during the term itself, if they have included our innovative Enhanced Annuity Conversion Feature.
See the difference an enhancement and our expert underwriting could make for your clients with our enhancement “swingometer”.
See for yourself how enhanced rates build when compared to a standard annuity, according to the depth of medical history you supply with our annuity rate enhancement demonstrator.
Use the calculator now »
* Source: Just Retirement research, 2010
Useful LinksEnhanced Annuity Conversion Feature Guide
The Annuity Rate “swingometer”