Advisor Resources for Retirement Plans | Client Support

Table of Contents

Tools to use in client meetings

Aged care advice circle

Key challenges in retirement

Tailored quotes

Our eQuote tool is available on AdviserOnline.

Is a term annuity right for you?

A guide to annuities.

Supporting retirement income conversations

Content to help your clients understand annuities and retirement income planning.

Investment options in retirement explained

Approaching retirement: Are you ready?

Will your savings last the distance

How to develop an income strategy that can help you retire with confidence

National Seniors - Retirement Income: who worries and why?

Importance of financial advice retirement planning

Supporting aged care conversations

There’s a lot to consider when planning a move to aged care. Here are some tools to support those early conversations. Access instructions for adding your branding in guide or video format.

Residential care guide

Aged care step 1: approval

Aged care step 2: types of aged care available

Aged care step 3: fees and funding

Preparing for the aged care conversation

Aged care what you need to know

Aged care sector infographic

Aged care and the family home

What is an annuity

Annuities provide a guaranteed regular income for life, or for a chosen investment term, helping to give peace of mind in retirement.

How we cover our promises

A Challenger annuity gives clients guaranteed regular income payable for life, or for a chosen investment term. But how do we cover our promises made to your clients?

Answering common client questions

Use this content to answer common questions your clients may have about Challenger annuities.

Talking about lifetime annuities

Is the Challenger fixed term annuity right for you?

Key differences between fixed term annuities and other products

Things to consider before making a withdrawal from your Challenger term annuity

Lifetime annuity
Term annuity
CarePlus