Retirement

097 | Early Retirement

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Tutor:

  • Jan Holt, Head of Business Development, Just

Learning outcomes:

  1. The role of guaranteed income for life provided by an annuity
  2. How to identify when equity release can support a client's financial plans
  3. How to review proposition and process to ensure both clients and firms are properly protected
  4. How guaranteed income for life solutions are underwritten
  5. Key client segments and their priorities pre-retirement
  6. The different ways of protecting beneficiaries through GIFL death benefits

Channel

Retirement