Content to use with your clients
|For financial adviser use only|
Retirement income content
Talking about lifetime annuities
A handy one page document that summarises the key benefits of a lifetime annuity for your clients.
Key challenges in retirement flashcards
Useful charts and stats to help simplify key retirement concepts and challenges your clients can face in retirement
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.
White label retirement income content
Is a term annuity right for you?
A white label flyer that helps your client determine whether a term annuity is right for them and how the guarantees work.
Social security means test rules changes
New law changing the assets and income test treatment of lifetime income streams.
Investment options in retirement explained
Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning.
Aged care content
White label aged care content
Aged care: what you need to know
The aged care basics to assist you in guiding clients through the steps to take when moving into aged care.
Aged care average fees and costs infographic
This infographic will assist in understanding the average fees and costs in aged care.
Preparing for the aged care conversation
This guide looks at the five key considerations to prepare your clients for their first aged care conversation.