Existing clients are eligible to make a maximum deposit of $25,000 before December 31, 2019.
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Class Plus 2.1 2020 deposit limit of $25,000

Your clients can build additional guaranteed retirement income with Empire Life Class Plus® 2.1.

Although Class Plus 2.1 was closed in November 2017, existing clients are eligible for the following special offers:

  • Make a total maximum deposit of $25,000 to their account for the calendar year before December 31, 2019.1 
  • Make an additional maximum deposit of $25,000 during the 2020 calendar year before December 31, 2020.2 

These may consist of lump-sum deposits, including transfers from other institutions, or pre-authorized debits from the client’s bank account.3

That means your clients can make total deposits of $50,000 to generate additional retirement income.

You and your clients have worked hard to build a plan for their comfortable retirement. Part of that plan includes your clients’ Class Plus 2.1 contracts which provide guaranteed retirement income for life.4 Now your Class Plus 2.1 clients can build additional guaranteed income!

Download Information Circular
To find out more, contact your Empire Life sales representative today.

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FOR ADVISOR USE ONLY

1 The maximum deposit for the calendar year 2019 is $25,000. Available to policyholders who have not yet deposited the total maximum of $25,000 for 2019. Deposits must be received by 4pm ET on December 31, 2019. 2 Deposits must be received by 4pm ET on December 31, 2020. 3 Excludes certain locked in and registered plans. We do not allow deposits after December 31st of the year the annuitant turns 80.
4
Making an Excess Withdrawal may decrease the guaranteed retirement income for life amount. 

A description of the key features of the individual variable insurance contract is contained in the Class Plus 2.1 Information Folder. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value.