The Montshegetsi Capital Preservation Plan is a powerful annuity solution that combines guaranteed lifetime income with capital preservation, giving you financial security in retirement while protecting your legacy.

Key Benefits of this Annuity

• Guaranteed Lifetime Income
  Enjoy a steady, reliable income stream for the rest of your life, a core benefit of a life annuity.
• Capital Preservation & Inheritance Protection
  Secure 50% to 100% of your initial investment as a life cover, ensuring your beneficiaries receive a meaningful inheritance.
• Inflation Protection with Flexible Escalation
  Choose annual income increases of 3%, 5%, 7.5%, or 10%, or opt for a level income, helping your annuity income keep pace with inflation.
• Flexible Income Payments
  Receive your retirement annuity income monthly, quarterly, semi-annually, or annually to suit your lifestyle.
• Simple, Stress-Free Retirement Planning
  This capital preservation annuity removes the complexity of managing investments, giving you peace of mind and financial stability.

Who Should Consider This Annuity?

Ideal for individuals seeking:

• A secure retirement income
• A guaranteed annuity payout for life
• The ability to leave a financial legacy
• Protection against outliving their savings

Product Overview

• Entry Age: 21 – 87
• Investment Amount: P50,000 – P5,000,000+
• Income Options: Monthly, Quarterly, Semi-Annual, Annual

Conclusion

The Montshegetsi Capital Preservation Plan is more than just an annuity investment; it’s a retirement income solution that balances lifetime financial security with inheritance protection, ensuring you and your loved ones are covered.

Take control of your retirement with a trusted annuity that pays you for life, while preserving your legacy.