Give your clients the edge – with the Sanlam Wealth Edge Endowment Plan
Glacier’s recently-launched Wealth Edge Endowment Plan is a five-year, tax-efficient investment solution which offers a boost to the initial net investment amount, a reward for staying invested and optional protection to limit losses in a declining market.
Benefits at a glance:
• Additional 8% allocation – on the initial net investment amount, giving your clients the edge from day one.
• Investment guarantee – protect investments against potential market downturns with an optional unit price guarantee.
• Loyalty bonus – Incentivises clients to remain invested with a loyalty bonus after five years.
• Easy investing – Access a carefully curated list of risk-profiled solution funds to make portfolio selection easier than ever.
The Sanlam Wealth Edge Endowment Plan is an ideal solution to help investors target tax-efficient growth.