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How to use an annuity
How lifetime annuities have changed
Lifetime annuities aren’t what they used to be. Today, they offer your clients more features and flexibility than ever before. Find out how annuities have adapted to the current environment.
The retirement definition
This article explores the definition of retirement, retirement related condition of release, and addresses some frequently asked questions.
Request a one-on-one with a Challenger BDM
Request a one-on-one session with a Challenger BDM to discuss retirement income and aged care strategies and how they can benefit your clients.
Retirement and aged care strategies
Help clients navigate a low rate environment
A ‘safety-first’ approach to retirement income can provide your clients with the peace of mind they seek in retirement. We compare this approach to alternative strategies in managing low interest rates and market swings of 2020.
Age Pension uplift strategy: Charlotte and Charlie
An illustrative case study showing how a 30% allocation to a lifetime annuity can make a big difference today and tomorrow.
Social security means test rules changes
Changes to the assets and income test treatment of lifetime income streams applied from 1 July 2019 for pre and post retirees could change your clients Age Pension and retirement income outcomes.
Content to use with your clients
Retirement income resources for clients
Access all our retirement income resources to use with your clients, including white label material.
Aged care resources for clients
Access all our aged care resources to use with your clients, including white label material.
Download our guide to income in retirement
Share this with your clients to help them discover how to support existing income with an approach that is fast becoming a smart strategy for modern retirees.
Case studies
Retirement income case studies
View our case studies on how to use lifetime and fixed term annuities in a retirement portfolio.
Aged care case studies
View our aged care case studies, and see how a Challenger CarePlus annuity can be used with your clients.
Try our online modelling tools
Use our online modelling tools to run a client case study to see how a lifetime income stream could benefit your client.
Tools
Webinars and learning modules
Webinars
Register for upcoming webinars or watch webinar recordings to learn about retirement solutions, aged care, our products and more.
Request a one-on-one with a Challenger BDM
Request a one-on-one session with a Challenger BDM to discuss retirement income and aged care strategies and how they can benefit your clients.
