Brochures

Collateral

We have developed guides and flyers to help you understand the products we offer.

For advisers

Lifetime annuities Lifetime annuities flyer
Explains the features of a Challenger lifetime annuity 
Term annuities
Term annuities flyer
Explains the features of a Challenger term annuity 
Aged care
CarePlus flyer
Highlights the main features of CarePlus and explains how CarePlus interacts with social security and aged care rules
Other brochures and guides
Tips to assist you in transacting with Challenger
A helpful guide covering: Application process; Customer identification and helpful tips; AdviserOnline; Change of details and FAQ's 
  Retirement and Aged Care Planning 2017 to 2018
Challenger's Sean Howard is the author of the retirement planning and aged care chapters in this Thomson Reuters planning handbook 

 

For your clients

Lifetime annuities 

Lifetime annuities client flyer  Explains the features of a Challenger lifetime annuity for clients 
  Guaranteed Annuity (Liquid Lifetime) PDS and Policy Document Guaranteed Annuity (Liquid Lifetime) Product Disclosure Statement and Policy Document
Term annuities Term annuity client flyer Explains the features of a Challenger term annuity for clients 
  Guaranteed Annuity PDS and Policy Document  Guaranteed Annuity Product Disclosure Statement and Policy Document  
  GA Complying Policy Outlines the annuity's terms and forms part of the contract which should be read in conjunction with the PDS 
Aged care Aged care - What you need to know
A basic guide to assist you in helping clients through the steps to take when moving into aged care 
  Aged care Step 1: approval
A guide looking at getting started on the track to accessing government subsidised aged care services 
  Aged care Step 2: types of aged care available
A guide looking at the type of care available, depending on the outcome of the assessment 
  Aged care Step 3: fees and funding
A guide looking at some of the costs involved in receiving aged care support 
  CarePlus client flyer
Explains the features of CarePlus for aged care clients 
  CarePlus PDS and Policy Documents 
CarePlus Product Disclosure Statement and Policy Documents
Other brochures and guides
Challenger retirement specialists
Learn more about Challenger and annuities, who we are, what we do and how annuities can be used in retirement portfolios 
  Retirement spending planner for singles
Helps determine how much your client 'needs' and 'wants' in order to maintain their desired lifestyle in retirement 
  Retirement spending planner for couples
Helps determine how much couples 'need' and 'want' in order maintain their desired lifestyle in retirement 
  Guide to annuities
A guide to annuities answering many of the common questions including how money is invested and whether capital can be accessed 
  Annuities at a glance flyer
Explains the features of an annuity and how to use this in portfolio construction 

 

More material to help you understand and develop your knowledge of our products is available on adviseronlineportal.com.au.