TRIflex Annuity Platinum – Corporate Plan
How does TRIflex Annuity Platinum work?
The TRIflex Annuity Platinum Plan is a registered, company-owned retirement savings plan for key employees, executives, and incorporated business owners. The premium payments are flexible and can be customized throughout the term of the policy.
SAVE
Set aside money that can be used to provide a lifetime stream of income after you retire.
PROTECT
In the event that you die before you begin receiving your income stream, a return of contributions made or the fund value (whichever is greater) will be payable to your family/estate. This can be used as income to take care of lump-sum liabilities or needs.
REWARD
Enjoy triple compound interest accumulation:
• Interest on your contributions
• Interest on the interest
• Interest on the tax deferral amounts
CHOOSE
The option of a 25% lump-sum amount at retirement can be used for multiple purposes, for example, to liquidate loans, pay for your child’s education, health care, start a business, interest income or family vacation.
VALUE
Defer taxation on ‘benefits in kind’ paid to you as a key employee or owner in a corporation, subject to BIR contribution limits.
