Case Studies

Meet Rick

Meet Rick

Rick is 66 and single. He’s a keen swimmer and cyclist and generally takes good care of his health, why would he be interested in an annuity?

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Meet Andrea

Meet Andrea

Andrea is 65 and suffered a stroke in the last year. She’s recovered and generally tries to live a healthy lifestyle. She’s heard that annuities aren’t good value, but is that true in Andrea’s case?

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Meet Jenna

Meet Jenna

Jenna is 57 and has high blood pressure and slightly raised cholesterol. She’s taking medication for both, feels fine and has no symptoms. She’s heard that some annuities pay more if you’re in poor health, but assumes that her health issues aren’t serious enough to qualify?

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Meet Guy

Meet Guy

Guy has colon cancer and is worried that he may not enjoy a long retirement. He intends to take the cash so that anything he has left when he dies can be passed to his two sons (Guy is now divorced). He’s surprised when his adviser recommends an annuity…

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