Investment and Retirement

Offer your clients a management fee rebate

Clients who invest $250,000 and more in segregated funds with the no-load sales charge option – Mode A between now and March 31, 2015, may receive a management fee rebate of 0.4%, before taxes.

 

For example, for a $250,000 investment, the 0.4% rebate represents savings of $6,786 over 5 years, and $77,742 over 25 years!

 

This example assumes a 4% net return for a regular contract and a 4.46% net return for a contract with the promotion (i.e. a 0.4% savings plus taxes).

 

The fee rebate applies to investments made in the same contract AFTER the promotion period ends.

This promotion offers you the same commission as the regular product. Also, it is CUMULATIVE with the 2015 Merit Plan Special Offer!

 

Please note:

• Only investments made with the no-load sales charge option – Mode A are eligible.
• Only new sums are eligible. No internal transfer is eligible for this promotion.
• The fee rebate applies to all present and future segregated funds, as long as the contract remains in force.
• Sums transferred using a T2033 must be received by March 31, 2015, to be eligible.

 

Contact your SSQ representative for more details.

 

Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. The segregated funds mentioned are those offered by SSQ, Life Insurance Company Inc.