Guest Lecturer – Living Annuities

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Signup Deadline: 17-08-2023
Starts: 21-08-2023
Ends: 21-08-2023
Location: Online Opportunity

Description:

Guest Lecturer – Living Annuities  

Date

 21 August 2023

Time

15:00 – 16:00. (30min presentation and 30min for questions and answers)

Place

Teams meeting

Audience

PGDIP students at Moonstone business school

Topic & Key points

TOPIC: LIVING ANNUITIES

  • The post-retirement landscapes.
  • Life annuities
  • Living annuities
  • Hybrid annuities as a balanced solution to meet complex needs.
  • Structuring the hybrid solution

Other

We are looking for someone to educate the students on hybrid annuity options. The industry has pitched living annuities and life annuities against each other in the past, but we are seeing an increasing amount of hybrid solutions from corporates such as Momentum. Planners are also using these products in tandem much better than before.

We were hoping for a presentation on how to structure living annuities and life annuities together in a post-retirement portfolio.

Volunteers Needed:

1 (1 open slot)

Experience Required:

No Experience

Hours:

1

CPD Points:

1

Contact:

Riana Badenhorst
Financial Planning Institute of South Africa