What if

Discover the antidote to retirement uncertainty

What if... your clients can't commit to a concrete plan for their retirement future?

Nowadays clients see retirement as an opportunity to take control of their 'second life' and factors such as lifestyle, family, flexibility and stability have a role to play in the decision-making process. But what if...your clients want a solution that will allow them to change their mind?

The Retirement Account could be the antidote to uncertainty, and it can be as flexible as your clients' future plans bringing together simplicity, guarantee and potential for growth. 

 

Answer your clients' what if questions 

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Discover the antidote to retirement uncertainty

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Future-proof your retirement proposition

Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.

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The changing shape of 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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Useful Documents

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The Retirement Account

Learn more about the product features and options available 

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2,000 funds

One integrated retirement solution

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Retirement journeys eBook Series

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Late Financial Bloomers

In our third eBook of the series we explore this growing group. Discover how you can use these insights to proactively engage with these clients and help grow your business.

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Financially Mature, Stress Free

In our second eBook of the series we explore this group and how you can use these insights to start rethinking their retirement plans now to light up new opportunities. 

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Complex Finances, Complex Families

In our first eBook of the series we explore this growing group. Discover how you can use these insights to understand these clients needs and the opportunities these can bring to advisers.  

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