Retirement - Income Generating and Investment Products

This highly interactive workshop provides participants with knowledge and understanding of the role that retirement, investment and income generating products such as annuities, group pensions group health and National Insurance play in the local insurance industry and policyholders (individuals). Participants will also understand how they can provide sound financial advice to prospective and existing clients on their retirement options.

At the end of the session, participants will:

• Become knowledgeable on the role of annuities, group pensions, group health and national insurance play in the local insurance industry and to policyholders.
• Understand the key features and benefits of annuities.
• Understand taxation of annuities including applicable Inland Revenue limits
• Provide sound advice to clients on the best options available for retirement, investment and income generating products.