Announcing Class Plus 2.1 deposit limit of $25,000 for 2020

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.

Download Information Circular

_{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.}