Future-proof your retirement proposition
Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.
The Retirement Account safeguards your clients’ retirement journey. From accumulating and consolidating pension wealth right through to passing benefits to loved ones. It has all the benefits of drawdown with the added security of a guaranteed income.
All of this means you can reduce their financial risk in retirement, while also reducing risk to your business. You can simplify and streamline regular reviews and avoid awkward conversations further down the line as you seamlessly adapt your advice without incurring unnecessary charges.
Watch our short video to find out more.
Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.
We’re living in a changing world of uncertainty where clients require a tailored approach to financial planning. Our carefully considered case studies will help you identify more flexible solutions, so you can put their needs first.
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One integrated retirement solution
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