Life Changes CPW Secondary Hero Banner Inheritance

Help your clients make the most of a windfall

Our desire for certainty is a deeply human trait, and the emotional challenges of retiring can exacerbate this need. Receiving a financial windfall could boost your client’s retirement income, but an inheritance could also result in your client losing their Age Pension.

Use our conversation starter with your clients to discuss the potential impact of receiving an inheritance on their retirement income or watch our case study video below.

Download conversation starter

Download a white label version of the conversation starter flyer and add your own branding.

  

Discover how investing in a lifetime annuity may help manage the impact of a life change on your client’s retirement income.

 Book in a 1:1 chat with a Challenger BDM to learn more.