Demonstration of how to enter recommendations for a client looking to take retirement benefits by purchasing an annuity.
If you're having difficulty viewing the video in your browser, please try downloading it using the following links.
PowerPlanner is the trading style of PowerPlanner Solutions Ltd, a company registered in England and Wales, company number 8743976, limited by shares. Registered office: 2 Little Meadow, Pyworthy, Devon EX22 6TT.
© 2019 PowerPlanner Solutions Ltd. All rights reserved.