Скачать или смотреть Retirement reimagined - A video for advisers

Help your clients make the rest of their life, the best of their life.

Retirement is a stage in people’s lives where they can reap the benefits of a life’s hard work, enjoy spending time with family, grandchildren and do the things they always wanted to do.

Yet, reaching retirement is arguably one of the most complex life events for many people, and providing financial advice at this time, probably equally so.
Essentially, the choice of annuities left clients to choose between:
• A guaranteed income from a life annuity and
• A flexible income from a living annuity

A life annuity is a great match for a client’s basic life expenses, the must haves, but it lacks the flexibility some people may require to provide for the more variable living expenses like paying for a holiday, starting a small venture, contributing to a special life event.

A living annuity offers the ability to tailor the income to match clients’ needs, but when market underperform, clients run the risk of running out of money to pay for even the bare necessities. In addition, people are living longer and that places a further strain on their income in the later part of their lives.

With our 'best of both’ Retirement Income Option from Momentum Wealth, clients no longer have to choose between the two types of annuities.

For more, please visit https://www.momentum.co.za/momentum/c...