Did you know there are $30 billion in market-linked term investments (MLTI) in Canada? Now, Financial Advisors can offer MLTIs to their clients.
These investments provide the security of a GIC with the upside of Market potential. It also has the estate and creditor protection benefits of a Segregated fund and is available for clients as old as 95.
- Protection against market fluctuation: minimum and maximum index growth guaranteed at maturity.
- 100% Death Benefit
- No management fees
- Minimum investment of $500
- Deposits accepted up to age 95
- Eligible for Registered plans like RRSP's, LIRA's, RIF's (including TFSA) and Non-Registered plans
To open a such contract, one must invest at least $500, select a basket of stocks and/or allocation (Health Care, Financials or Consumer Staples) and a Current (February 13, 2013) Campaign return options (3%-18% or 0-26%, cumulative).
For more information, call Doina at 403-613-2205.