Although Class Plus 2.1 was closed in November 2017, existing clients are eligible for the following special offer:
- Make a total maximum deposit of $25,000 to their account for the calendar year before December 31, 2021.1
These may consist of lump-sum deposits, including transfers from other institutions, or pre-authorized debits from the client’s bank account.2
1Deposits must be received by 4pm ET on December 31, 2021. 2Excludes certain locked in and registered plans. We do not allow deposits after December 31st of the year the annuitant turns 80.