InvestmentPlus Overview
Now there’s an investment solution that can offer long term growth potential and protection – InvestmentPlus
InvestmentPlus can provide:
Low-cost protection,
The maximum growth potential of investment funds
The features and benefits of a segregated fund contract
Investment flexibility
Ability to move into the IncomePlus Series or the EstatePlus Series.1
Fund selection
Access to a broad choice of investment funds from well-known fund managers, covering a wide variety of asset classes while benefiting from free fund switching between funds and fund managers.2
Liquidity
Access savings at any time.3
Low-cost protection
The fund Management Expense Ratios (MERs) within the InvestmentPlus Series are competitive with most mutual funds.
Creditor protection
Potential to protect investor’s assets from creditors.
Estate benefits
In the event of death, the proceeds of the contract have the ability to pass privately4 and directly to your designated beneficiaries, without the time delay and expense of probate.
1When moving to a new Series, new product information, forms and signatures are required.
2Any fund switch may result in tax consequences.
3Fees may apply.
4Except in Saskatchewan.
