Discover intergenerational opportunities with your clients' families, helping you future proof your business with retirement planning and protection.
How will you connect with the next generation?
YOUR QUESTIONS ANSWERED
Take a look through our new Q&A which demonstrates why you should be considering introducing intergenerational planning into your client conversations.
Are you unsure of where to start with intergenerational planning? We have developed an interactive guide that helps identify which products could benefit your clients and how you can start bringing these into your client conversations.
Explore opportunities - Retirement & Protection
INTERGENERATIONAL OPPORTUNITIES IN RETIREMENT ACCOUNT
INTERGENERATIONAL OPPORTUNITIES WITH ANNUITIES
Discover how clients can protect their wealth with a guaranteed payment period or dependant's income, and use our underwriting support document to see if your clients could secure a higher income. Remember your clients could benefit by having a Flexi-Access Drawdown alongside a secure income in retirement. The added flexibility of Flexi-Access Drawdown offers your clients the ability to review the provision of their pension death benefits in future years.