Investonline: Living Annuity Webinar recording and slides

Audio Version

Our recent Living Annuities webinar generated great interest – unpacking how they work, their benefits, and the role they play in financial planning.

The following topics were discussed in detail:

  • How Living Annuities work
  • How to invest
  • Investment options
  • Comparison to pre-retirement funds
  • Drawing a sustainable income
  • Tax and estate planning, and
  • Financial Planning for Retirement.

We provided an example of how future Living Annuity income is impacted when reaching the 17.5% income ceiling, which highlights the importance of appropriate retirement planning.

Please see the recording of the webinar and presentation slides below.


Slide Presentation

PDF Thumbnail

Please contact us if you have any questions about Living Annuities or have an investment you would like us to review, at

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