For its distinctive features, like: Beneficiary designation, estate bypass, decision-making control, creditor protection and estate planning.
Effective May 8, 2020 at 4 p.m. (EDT), we stop offering the Helios2 – 75/100 GLWB Guarantee for an indefinite period of time
Protect your clients’ investments. Guaranteed investment funds offer the same growth potential as mutual funds, but with a safety net.
Protect your clients’ estates. A protection against inflation so your clients can leave the bulk of their estate to their loved ones. Unique in Canada!
Comprehensive and unique protection for your clients. Help them plan for the future they want—no compromise, no risk.
Effective May 8, 2020 at 4:00 p.m. (EDT), we stop offering the Helios2 – 75/100 GLWB Guarantee for an indefinite period of time.
1 The Owner must select one of the 3 Guarantees available under this Contract. The Owner may change the Guarantee of their Contract once per calendar year by submitting written notification, unless such a change would result in the new Guaranteed Amount being less than 75% of the sum of Deposits adjusted for withdrawals. The Contract must satisfy all Deposit requirements of the selected Guarantee. Please refer to the Contract and Information Folder for more information.
Take advantage of a wide range of investment options to meet all your clients’ needs:
Deposit requirements, Fees charged to the Contract Owner and Changing Guarantees.
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All of the material intended for representatives and clients.