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Annuity; Regular Income in Retirement
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What Our Customers Say

Jan Van Leeuwen, Director with IQ Digital Signage Ltd. Life Goals have provided us with excellent advice and service. I would recommend them unconditionally

Billy Griffin, Director - Artisan Image Solutions Ltd. Life Goals have worked extremely hard to organise a pension backed mortgage for me and secured finance that I don't believe I would have secured elsewhere. They are trustworthy, honest and of the highest integrity. I would highly recommend Life Goals to any prospective client. October, 2009

Volker Lorenz, General Manager, Amadeus Ireland Life Goals have been advising Amadeus Ireland in terms of pension fund management, as well as with staff benefits. I would highly recommend their services to anyone seeking financial advice, both professionally and privately.

Ian Kelly National Sales Manager at John Guest Speed Fit "I am very happy with Lifegoals after meeting with them I certainly feel better and I have a healthier idea of how to plan for the future" September 2011 September 2011

Noel King MD - ECO Seal Insulation Ltd

"I would recommend Lifegoals to any of my friends. After evaluating my current status I maintained my benefits and at the same time gained significant savings."

October 2011   

 


Paul Kearney - Managing Director PK Printing Ltd

"I have been dealing with Life Goals for the last 7 years. In that time I have found their expertise to be hugely beneficial from a tax saving point of view and protecting and maximizing investment returns. I would have no problem recommending them in the future" November 2011

 


Noel Lynn MD - Wired Technologies Ltd

"I have found Lifegoals professional, friendly and give a great service. I have recommended Lifegoals to anyone who needs their services. It cost me nothing and I gained from meeting with them." November 2011


 

Martin Stowe, Kilkenny
 
We have dealt with our Consultant from Life Goals for many years and, throughout that time, his service and assistance has been outstanding in every respect. 
 
When I wanted to purchase Life & Serious Illness Cover, we received excellent advice and every question and concern we had was answered thoroughly. Every detail was explained in a way which we could clearly understand.
 
When I unexpectedly needed to avail of the Serious Illness benefit 12 months ago, the turnaround time from claim to payment was incredibly swift due to the daily involvement of our Consultant.  
 
Having such a policy in place was of great benefit in my recovery.
 
I would definitely recommend Life Goals to my family & friends. Their Consultants are personable, understanding and hardworking.
 
Our Consultant handled this very stressful situation with skill and an incredibly astute sense of the issues. October 2011


 

Ger O Byrne, Product Manager, An Post
 
We have dealt with Life Goals for a number of years and during that time have received advice on a multitude of Pension & Investment options.  In that time, we have always received good solid advice. 
 
We have full confidence in our Consultant's opinion and product knowledge whenever we are looking for Life Assurance or Investment advice.
  
If we are interested in specific products, our Consultant researches many options and provide a detailed comparison of each, explaining the pros & cons. 
 
He meets us at our convenience and we prefer the personal touch rather than dealing directly with larger companies.
 
I would highly recommend the services & advice provided by Life Goals.
 

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When you use your pension fund to purchase an income, it is called an annuity

 

Buying an Annuity

  • Annuities can be purchased from all of the major life insurance companies
     
  • There is an "open market" option and this means that you are not restricted to purchasing the annuity from the company where you built the pension fund

 

Different types of Annuities
 

For example,

  • Many people buy annuities that provide an ongoing income for their spouse in case the spouse lives longer
     
  • Some may have indexation options
     
  • There are other options that would be discussed and depend on personal circumstances

 

 

Before you make up your Mind

 

We can help you make it Right

Annuity Suitability


An annuity may suit your post retirement income needs if: 
 

  • You would like to be certain of an income for you an your spouse
     
  • You do not want to take risks with your fund and invest in an ARF where the value could fall

 


Annuity Summary
 

  • Annuity planning strategies are closely linked to future income requirements at retirement day
     
  • Considerations of an Annuity as an Option can always be in advance and then executed at retirement
  • Important to keep options flexible until the decision has to be made

 

 

   We would be delighted to offer you our friendly advice and expertise to take us up on this offer at anytime please Contact Us

 

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Member of PIBA, Professional Insurance Brokers Association. Registered Office: 107 Q House, Furze Road, Sandyford, Dublin 18. Registered in Ireland No: 364827

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