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L&G: Think you know about annuity underwriting?

Protection news for Financial Advisers and Paraplanners

11 Dec 2018

L&G: Think you know about annuity underwriting?

Our latest article on How to get the best annuity rate for your client explains that annuity providers never judge or pass comment. In fact, the more the provider knows about their lifestyle, the more likely the consumer is to get the best rate for their circumstances. 

We know it can be difficult to discuss medical conditions with clients, and sometimes clients may feel embarrassed when talking about their weight or lifestyle. But if they knew how much of a difference these factors make to their retirement income, the conversation may become a bit easier.

Recent research by Legal & General found that three quarters of consumers are unaware that medical conditions or lifestyle factors could actually increase the money they receive from an annuity. 



Q0058125 11/18 SUB193465

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