Eric Jones Financial Planning Incorporated

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» Living Benefits

» Life Insurance

» Investments

» High Interest

» GIC's

» TFSAs & RRSPs

» Segregated Funds

» Income For Life

» Wealth Management

Segregated Funds with Income For Life

Many companies today offer an option on their Segregated Funds to add a Guaranteed Lifetime Withdrawal Benefit (GLWB) to their investments.

With the GLWB, you can carry out your retirement plans without worrying about unforeseen financial market events.

Guarantees will be in place that

  • protect your investment from market turndowns

  • the income base may increase every year you do not take a withdrawal

  • allow income benefits to increase with "resets"

  • provide a guaranteed and predictable income for life

  • give a prompt payout of your investment to your loved ones in the event of death

  • allow for creditor protection

There are a number of companies that offer this option, including:

  • Dejardins Financial Security
    http://www.dsf-dfs.com/en-CA/Promotion/Helios/helios-advantages/

  • Empire Life
    http://www.empire.ca/consumer/en/investment/products/SegregatedFunds.html

  • Manulife Financial
    http://www.manulife.ca/canada/Investments.nsf/Public/GIFSelect_home

  • Sun Life Financial
    http://www.ci.com/sunwiseeliteplus/index.jsp?lang=ENG

Before making this a part of your financial plan, you should consult your Certified Financial PLanner to determine if it may be a good choice for a part of your investment portfolio.

 
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