AGENCY REPORT

 

Agency Report

 

Thinking about your retirement?
The Knights of Columbus offers a variety of retirement savings products to suit any lifestyle, budget or need. I am here to answer any questions you might have on which annuity product options are right for you and your family!
The beauty of Knights of Columbus retirement annuities lie squarely in their simplicity and security; they are fixed in nature and provide long-term accumulation of wealth. Contact me to learn more about our different an-nuity retirement product options!


Registered Retirement Savings Plan
Looking for a tax-deferred savings retirement plan option? The Knights of Columbus offers a Registered Retirement Savings Plan, which allows you to make contributions through-out the tax year. Schedule some time to secure your retirement with me today.


Tax-Free Savings Account
Our flexible and registered savings plan allows you to earn a tax-free investment income for your retirement. Let’s talk about how our Knights of Columbus Tax-Free Savings Account (TFSA) can help you reach your retirement goals!


Single Premium Whole Life
Our unique product, the Single Premium Whole Life Registered Retirement Sav-ings Plan is a life insurance plan with the unique feature of being registered as a retirement savings plan fund. Your single payment funds both parts of this holistic product; a guaranteed death benefit with cash value for your family, or the ability to convert funds into an immediate annuity at age 71.


Registered Retirement Income Fund
With the Knights of Columbus, it’s never too early, or too late, to estab-lish a retirement annuity! Our Registered Retirement Income Fund annu-ity product has a maximum enrollment age of 80. Find out more about our diverse annuity product portfolio options today.


Knights of Columbus #retirement annuities come with 2 important guarantees; your principal is guaranteed and your #annuity is guaranteed at a minimum rate of interest. In addition, all our products are backed by the Knights of Columbus, an organization that earns the highest ratings from independent rating services, while always maintaining the highest ethical standards. Give yourself and your family the peace of mind they deserve.


Are you looking for an entirely tax-free retirement annuity? Talk to me to learn more about our Tax-Free Savings Account (TFSA). The Knights of Columbus TFSA account allows Canadian tax-payers to deposit money into an approved savings account; all earnings are income tax free.


Knights of Columbus Insurance offers a variety of simple and secure retirement #annuities products. Whether you are looking to start a #retirement savings program or moving substantial, more valuable funds into safer waters, the Knights of Columbus Insurance pro-gram has options that can help you achieve your goals.

 

Mark Lewans
General Agent

 
CLOSE THIS WINDOW