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Episode Description:
In episode 3 of a three-part series, we’re joined once again by Natalie Philips, State Manager of Allianz Retire+, an Australian company that develops retirement products for Australian retirees.
Natalie talks about the evolution of lifetime income solutions in Australia, the benefits of combining traditional investments with innovative retirement products, and how these new products provide flexibility and access to capital.
She also discusses the tax implications of these products, the potential impact on Centrelink benefits, and the ability to leave a legacy for future generations.
If you want to learn about the latest innovative retirement products that can provide guaranteed income for life, flexibility, and potential estate planning benefits, then make sure to listen to this episode!