Segregated funds

Versatile Portfolios Navigator lets you invest in a variety of segregated funds (including four Responsible Investment Portfolios managed by NEI Investments), based on your risk tolerance and time horizon. And for as little as $50 per month.

You can choose from three guarantee levels, depending on your need for capital protection: 75% on maturity and death; 75% on maturity and 100% on death; or 100% on maturity and death. Death and maturity benefit resets on the 100%-guarantee level and will automatically lock in any investment growth at the new, higher level.

Rate options

• Variable Rate Options: Get interest credited daily to ensure that your investment plan keeps pace with current interest rates.
• Guaranteed Rate Options: Choose a fixed investment period (up to 5 years), where interest is guaranteed for the specified term and compounded annually.

Aviator Portfolios is a slightly higher-touch investment option, allowing you to diversify your portfolio, plan your retirement, leave a legacy, and protect your capital and your estate.

You can choose from two guarantee levels depending on your need for capital protection: 75% on maturity and death; or 75% on maturity and 100% on death. Death benefit resets on the 100%-guarantee level and will automatically lock in any investment growth at the new higher level.

Given the growth potential of equity markets, the security of capital protection, along with access to unique investment strategies, this comprehensive product is ideal for those with $100,000 or more to invest.