Investing in an annuity or pension drawdown policy is one the most important financial decisions your clients will ever have to make and therefore it is vital important that you ensure they make the right decisions.
It is easy to think that all an adviser has to do is shop around for the best annuity rate, and we can of course get the best annuity rates for your clients.
However we have been helping individual clients and their advisersarrange annuities for nearly 20 years and in our experiencing getting the best rate is the only the tip of the iceberg. Although every client has different circumstances, most client's have to consider three key questions:
The Professional Annuity Service provides all of the information you need in order to successfuly afvise your clients about their full range of options. Its free to register so sign up now.
The Annuity Gold Service provides all of the information you need in order to learn about consider all of the options and understand the key issues. It's free to register so sign up now.