Savings Platform

Preferred Savings Plans

Preferred Savings Plans offer 125% of Contributions at Year 10. Minimum Contribution USD 200 per month with flexibility to make additional contributions.

Annual returns linked to internationally recognized Stock Market indices

Selection of up to five (5) indices for maximum diversification across the globe***

  • S&P 500
  • MSCI ACWI IMI
  • EURO STOXX 50
  • S&P Asia 50
  • MSCI Emerging Markets IMI
  • MSCI EAFE
  • MSCI World
  • FTSE 100

Flexibility to make additional contributions to leverage favorable market conditions

100% participation in the growth of indices selected

 

*Certain conditions apply to the Loyalty Bonus. There is no loyalty bonus credited before the end of year 10. For further information please consult the Trust and Plan documents.

**This protection includes loyalty bonuses. All contributions must be made as per the signed illustration to quality for guarantee. The underlying Principal

Protection is derived from Structured Notes provided by financial institutions rated A or better by Standard & Poor’s, Moody’s or Fitch. The investor is facing Issuer/Counterparty Risk of these institutions. An insolvency of these institutions could lead to a partial or total loss of the capital invested by the investor. Please see plan documents for further details. Partial withdrawals and/or policy loans void the principal protection.

***Each index selected must be available in the chosen plan currency.

For a personalized illustration please Contact Us
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