White label retirement income content
| For financial adviser use only |
|---|
Guide to annuities
A white label guide to annuities, what they are, how they work, and what types are available.
How much will you need in retirement?
A white label flyer that identifies how much your client can spend in retirement, with a certain level of confidence, based on their savings and desired living standard.
How to develop an income strategy
A white label flyer that can help your client understand how to develop an income strategy in retirement, and how you can help them with portfolio construction.
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.
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.
Importance of financial advice
When it comes to creating the retirement lifestyle you dream of a little support goes a long way.