Premier Plan – Maximum Flexibility and Control

This plan offers:

  • Open-ended plan allowing the investor to choose and change maturity date at any time
  • Access to some of the world’s leading fund managers
    • Blackrock
    • Franklin Templeton
    • Morgan Stanley
    • Alliance Bernstein
  • Online access to your account with capability to re-balance your portfolio as your needs change
  • Selection of up to ten (10) investment funds
  • Flexibility to make additional contributions at any time or on a periodic basis
  • Loyalty Bonuses* to help your savings grow faster
  • Liquidity – capability to make partial withdrawals or borrow against your portfolio