3rd July 2013

Aegon Secure Lifetime Income tools

Great news…

…we’ve now launched four new Aegon Secure Lifetime Income tools, here’s a quick preview of what they do:

▪       Increasing income – will show you how the guaranteed lifetime income is protected from markets going down, but can increase if markets go up, thanks to our monthiversary® and guaranteed pre-income increases features

▪       Tax-free income – looks at how guaranteed lifetime income can be tax-free for life, and how your client can avoid any potential tax liabilities if the lifetime income increases, by using tax-free capital content allowance from previous years to reduce any tax liability.

▪       Guaranteed death benefit – calculates the value of the guaranteed death benefit that your client’s estate could expect to receive

▪       Running out of money – demonstrates the chances of your clients’ money running out, before they die. This tool takes into account your clients’ savings, deposits, interest received on savings and any expected growth

Try out our new tools today and see how Aegon Secure Lifetime Income could benefit your clients.

Speak to your Aegon consultant to arrange a meeting or to arrange a demo.

Retirement