Just Retirement Enhanced With-Profit Annuity Overview

4 May 2016
Over the past few weeks I have enjoyed sharing the features of the Just Retirement Enhanced With-Profit Annuity with you. Today I’d like to leave you with an overview of these features. This is a useful summary to keep in mind for your client engagements.
The Just Retirement Enhanced With-Profit Annuity is a world first.
Your client's income will be guaranteed for life, no matter how long they live or what happens to investment markets.
The Just Retirement Enhanced With-Profit Annuity is available to all applicants, not only those who have health and lifestyle factors that would typically qualify them for an enhanced annuity.
We will issue your client with a fully guaranteed quote immediately, which has the potential to be enhanced through underwriting and/or the option of our Enhanced Initial Level Income.
Annual increases are determined by the exceptional Investment Solutions Performer Managed Unit Trust portfolio (active strategy) and by the Sygnia Skeleton Balanced 70 Fund (passive strategy).
All increases are independently audited with no insurer discretion.
My next e-mail to you will explain how combining the Just Retirement Enhanced With-Profit Annuity with a living annuity can result in better outcomes for both your client and yourself.

Please do not hesitate to contact me if you have any queries or feedback. We look forward to quoting for your clients!

Till next time.
Carlene
If you have any queries please email
Rethink Retirement