We are always looking at innovative ways to help you better understand our proposition, our products and the way they can help your clients achieve their financial objectives in retirement.
Annuity rate enhancement “swingometer”
An enhanced annuity can significantly improve the financial outcome for a retiree. This tool is designed to give you some idea of the type of enhancements available for a range of typical medical conditions. We have underwritten on over 1,500 lifestyle and medical conditions so it is important that you collect as much information as you can from your client to help us underwrite them properly.
Coming soon – death benefit comparison calculator This calculator will allow you to compare the impact on the income and Guaranteed Maturity Amount (GMA) of adding certain death benefit options or combinations of options.
Anything you want to discuss?Please get in touch with your usual account manager or telephone our sales support team on 0845 302 2287 and we will aim to provide you with as much help as we can.
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The Annuity Rate “swingometer”