6 lines of cover

Retirement & Wealth

Turning what you have built into income that lasts.

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Every cover in this family

Annuities

Converting a lump sum into guaranteed income, for a period or for life.

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IRA Rollover

Moving retirement savings between plans without triggering tax.

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Pension Maximisation

Comparing a higher single-life pension plus life cover against a joint-and-survivor election.

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Estate Liquidity

Cash at the point of death, so illiquid assets do not have to be sold in a hurry.

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Structured Settlements

Converting a settlement into scheduled payments rather than one lump sum.

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Not sure which applies?

Most people need two or three of these

The lines in this family overlap at the edges, and the overlap is where households either leave a gap or pay twice for the same thing. Send us what you already hold and we will map it against this list before quoting anything.