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PENSION PLATFORMS    SECURING INCOME FOR LIFE .   Seminar #2 ,[object Object],[object Object],[object Object],[object Object]
How to use seminar #2 . . .  ,[object Object],[object Object],[object Object],[object Object],[object Object]
PLATFORMS TO FULLY ENJOY LIFE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Life is not about standing still. It’s not even a straight line.  Neither is retirement. A traditional pension plan is drawn as a straight line from when one retires until it terminates at death (or death of a surviving spouse).
Life was never a single platform.  Search for more enjoyment  and meaning is endless More time and opportunities to explore “self-actualization”
The way forward can be fun! Resources make it possible! Dad said, “I’ll live until I die.”  Life always has room for fun! Financial resources can fit the budget for the life you choose.
Artful design and careful  engineering combine to keep  your way safe and secure! “ Safety first” still applies to the stairways or bridges leading to your future.
One platform wouldn’t do.  Even at  its simplest, life has different levels! If one wants flexibility to adjust income to fit changing needs or opportunities in life, a fixed-income pension offers little capacity to do that.  A personalized pension plan offers flexibility to adjust your income and also to manage further values for your estate.
Should life have some colour and fun?  We focus on the life you choose, and how you are ready to  reward yourself and enjoy the years ahead.  This is all about YOU…..
Here we are:  a natural sequence of  journeys to enjoy the whole of life!
Creating the best combination:
So this life-based planning process:   The Lifestyles and Dreams Experience  TM : ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Then we personalize this into your .   “Certified Life and Financial Plan”  ,[object Object],[object Object],[object Object],[object Object],[object Object]
What three  major financial platforms offer a strong combination to secure your income for life  and achieve the lifestyle  you choose?
#1. Personalized Pension Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample mutual fund portfolio: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample segregated fund portfolio: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Heard it somewhere…  Seen in Zoomer… Consolidated reporting makes life easier….
Then further guarantees that live as long as you do       
#2:  Lifetime Income Benefit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
To remember about LIB: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
#3:  Risk-Free:  Term Ladders  and Life Annuity Platforms ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
One story:  secure,   easy and flexible for life ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Points to discuss  . . . ,[object Object],[object Object],[object Object],[object Object],#1
[object Object],[object Object],[object Object],[object Object],[object Object],Points to discuss  . . . #2
Financial resources aligning    with the lifestyle we choose…
PENSION PLATFORMS  FOR LIFE AND BEYOND ,[object Object],[object Object]
Ask a Professional ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Pension platforms for Life Income -- Feb2012

  • 1.
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  • 4. Life is not about standing still. It’s not even a straight line. Neither is retirement. A traditional pension plan is drawn as a straight line from when one retires until it terminates at death (or death of a surviving spouse).
  • 5. Life was never a single platform. Search for more enjoyment and meaning is endless More time and opportunities to explore “self-actualization”
  • 6. The way forward can be fun! Resources make it possible! Dad said, “I’ll live until I die.” Life always has room for fun! Financial resources can fit the budget for the life you choose.
  • 7. Artful design and careful engineering combine to keep your way safe and secure! “ Safety first” still applies to the stairways or bridges leading to your future.
  • 8. One platform wouldn’t do. Even at its simplest, life has different levels! If one wants flexibility to adjust income to fit changing needs or opportunities in life, a fixed-income pension offers little capacity to do that. A personalized pension plan offers flexibility to adjust your income and also to manage further values for your estate.
  • 9. Should life have some colour and fun? We focus on the life you choose, and how you are ready to reward yourself and enjoy the years ahead. This is all about YOU…..
  • 10. Here we are: a natural sequence of journeys to enjoy the whole of life!
  • 11. Creating the best combination:
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  • 14. What three major financial platforms offer a strong combination to secure your income for life and achieve the lifestyle you choose?
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  • 18. Heard it somewhere… Seen in Zoomer… Consolidated reporting makes life easier….
  • 19. Then further guarantees that live as long as you do   
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  • 26. Financial resources aligning with the lifestyle we choose…
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