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Minimum Withdrawal Plans, GMWP, Annuities & Segregated
Funds Investor Profile
What is a
GMWP?
"The GMWP has been designed to help you meet
your income needs throughout your retirement by providing you
with guaranteed annual income for life starting as early as the
year you turn 65, regardless of how the markets perform."
- Transamerica
What is an
Annuity?
"In the case of a mortgage, the bank or trust
company gives the client the amount of money required to buy a
house - say $200,000 and the client in turn repays the $200,000
plus interest over a specified period of time.
An annuity is just the reverse. A client gives the Life
Insurance Company $200,000 and the company in turn pays the
client back the $200,000 plus interest for life (in the case of
life annuities) or for a specified period of time (in the case
of term certain annuities)."
- Transamerica
What is a
Segregated Fund?
"A segregated fund is an investment fund that
you hold within an insurance contract. The term
“segregated” refers to the fact that your
investment is separated from the general assets of the
insurance company. Your insurance contract dictates the
insurance protection you receive. So segregated funds are an
insurance contract that provides you investment management plus
protection."
- Mackenzie
Tell Us About Yourself
Province:
E-Mail (REQUIRED):
E-Mail again for accuracy:
Phone:
Fax (optional):
Sex
(M/F):
Smoker or
Non-Smoker?:
HOW MUCH MONEY DO YOU HAVE TO INVEST OR ARE SEEKING TO TRANSFER
INTO A NEW INVESTMENT OPPORTUNITY?
Your Message:
FINANCIAL OBJECTIVES AND
TIME HORIZON
1. Which of the following statements best describes
your objective for the money you are investing?
a) Preservation of
Capital
b) Growth through a balance of capital gains and
income
c)
Growth through capital gains and some income
d) Growth
primarily through capital gains
2. How long do you plan to have that
money invested?
a) Under 2 Years
b) 2 - 5 Years
c) 6 - 10 Years
d) 11 - 15 Years
e) Over 15 Years
3. What is the chance that you may
wish to cash in a significant portion of this investment
earlier than anticipated?
a) Low (Less than 10%)
b) Medium (Between 10%
- 25%)
c) High (Over 25%)
INVESTMENT EXPERIENCE
AND KNOWLEDGE
4. Which of the following best describes your level of
investment knowledge?
a) Novice
b) Some familiarity
c) Reasonably
knowledgeable
d) Quite knowledgeable
e) Very knowledgeable
ATTITUDE TOWARDS
RISK
5. Typically, investments which are more volatile
(i.e., tend to go up and down in value) will, over the long
term, have greater potential for return. With regards to this
statement, how much of a drop in value over one year could you
tolerate before becoming uncomfortable?
a) Less than 10%
b)
1% to 3%
c) 3% to 5%
d) 6% to 10%
e) More than 10%
6. Investments that offer the highest
potential of returns typically have the greatest variability of
returns. Given this statement, assuming you had a $10,000
investment, please select one of the following gain/loss
scenarios that you would be most comfortable with after a
five-year investment time period. The gain/loss scenarios below
show range of the potential value of the $10,000 investment at
the end of the five-year period.
a) Highest $13,500
Lowest $10,400
b) Highest $17,100
Lowest $9,700
c) Highest $19,700
Lowest $8,800
d) Highest $21,800
Lowest $7,900
e) Highest $26,600
Lowest $6,700
PERSONAL
INFORMATION
7. Which of the following best describes your
employment circumstances?
a) Full-time
b) Self-employed
c) Part-time
d) Retired
e) Other
8. Your personal income, before taxes,
is in which of the following ranges:
a) Under $25,000
b) $25,000 -
$50,000
c) $50,001 - $80,000
d) $80,001 - $125,000
e) Over $125,000
9. The current value of your
investments (i.e., registered, non-registered, mutual funds,
segregated funds, checking/savings accounts) excluding real
estate is:
a) $25,000 or less
b) $25,001 -
$50,000
c) $50,001 - $100,000
d) $100,001 - $250,000
e) Over $250,000
10. Your current age is within which
of the following categories:
a) Under 30
b) 30 - 39
c) 40 - 54
d) 55 - 69
e) Over 69
Send my results via:
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Regular
Mail
Call Me by
Phone
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filling out this form COMPLETELY!
We value your input as
PRIVATE information. Every step has been taken to insure your
privacy, security, and our intent is to release quote
information only to you. We will not give your data to ANY
other person or group for sales, marketing, or ANY other
purposes. By checking the box below you agree to allow our
agency to release this information via the method you have
chosen, and to release us from any liability should this
information be accidentally viewed by others. Our intention is
to maintain your complete privacy.
Get Us The Quote!
Daniel La
Tour is our Licensed Life Insurance Agent in BC, AB, ON & QC.
For help and advice, contact Daniel La Tour.
Call NOW! 1-888-977-7778 (toll
free)
(Monday-Friday 9-9, Saturdays
11-5, EST.
Our International Number is: 1-514-630-6116)
