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1-888-977-7778 Monday-Friday 9-9, Saturdays 11-5, EST. Our International Number is: 1-514-630-6116

Toll-Free Fax:
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World Headquarters:
147 Place Terry Fox
Kirkland, Quebec
CANADA H9H 4Z5


Guaranteed Issue Life Insurance to Protect Your Family
  • No Medical Exams
  • No Doctor's reports
  • No needles
more info...
   

 

Save Time & Money.
Free, Fast & Easy To Apply.
Guaranteed 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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Thank you for 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.

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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)

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