Ask us anything… about MyNorth Lifetime

Brush up on your knowledge of our retirement solutions and tools or ask us the questions you’ve been mulling in these drop-in weekly webinars.

Hosted by Retirement Specialist Julian Place, these 1-hour sessions provide an excellent opportunity for you or your staff to learn about our innovative retirement income stream, MyNorth Lifetime, ask questions about our modelling tools, run client scenarios and learn from peers going through the same education process.

There are three sessions we are running on a recurring basis.

Lifetime Accounts: Introduction and Overview

Julian will provide an overview of Innovative Retirement Income Streams. Specifically, we will focus on three new IRIS account types on the North Platform. You will learn how Lifetime accounts work and how they can be used to develop brand new client strategies, that deliver significantly enhanced retirement outcomes.

Lifetime Modelling Tools: Demonstration

In this session, Julian will demonstrate the four separate Lifetime modelling tools/calculators. The suite includes two simple calculators to assist in articulating the benefits of Lifetime Accounts to clients, and two further modelling tools to produce more detailed projections that can be used to support Statements of Advice builds. 

Lifetime Accounts: Strategies, Case-Studies and Q&A

In this session, Julian will share client case studies using Innovative Retirement Income Streams. The case studies will assist advisers to identify client scenarios where Lifetime Accounts can deliver maximum value. There will also be plenty of time for Q&A.

Register here