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| Build a Better Pension Fund: 2 Year Auxiliary Fund |
| A retirement plan should offer two things:
1) stable value- predictable returns,
2) Flexibility to pay plan benefits without penalty.
Our two year Auxiliary Fund combines guaranteed interest with benefit sensitive withdrawals. It also allows the Trustee to pay SML life premiums without penalty to ensure that life insurance policies do not lapse should the client extend their tax return/filing date. |
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#: 0011481xx (01/2006) |
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| Build a Better Pension Fund: 5 Year Auxiliary Fund |
| A retirement plan should offer two things: 1) stable value- predictable returns, 2) Flexibility to pay plan benefits without penalty. Our five year Auxiliary Fund combines guaranteed interest with benefit sensitive withdrawals. It also allows the Trustee to pay SML life premiums without penalty to ensure that life insurance policies do not lapse should the client extend their tax return/filing date. |
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#: 0011480xx (01/2006) |
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| Flexible Premium Annuity & FPA Rider Product Profile |
| The FPA contract is an excellent fit for some of the fixed assets of a Micro(k) due to its strong guaranteed and competitive current rate. Better yet, it can be added as a Rider to a Pension Customizer 4+ whole life policy. Up to $15,000 of annual contributions can be made to this annuity or rider without prior Home Office approval. |
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#: 0010674XX 01/2007 |
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| Auxiliary Fund Agreement - Two Year |
| An Auxiliary Fund is a fixed-interest funding agreement that guarantees a stated rate for the entire funding period (2 years). It is similar to a Guaranteed Interest Contract (GIC) in many ways. |
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#: IO-4149 |
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| Auxiliary Fund Agreement - Five Year |
| An Auxiliary Fund is a fixed-interest funding agreement that guarantees a stated rate for the entire funding period (five years). It is similar to a Guaranteed Interest Contract (GIC) in many ways. |
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#: IO-4150 Rev 11/86 |
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