Welcome to our December 2021 newsletter, a place where our wholesaling team curates investment content from various sources for you to leverage in your practice. We wish you a safe and happy holiday season!
- GIC Promotions – up to 1.30% for a 1-year term
- Retirement Income Webinar on December 7th – 1 CE credit
- Financial Planning: Sequencing Risk in Retirement
- Top 20 funds from La Capitale and SSQ
- Investment Advisor Center and Forms
La Capitale and SSQ Insurance are currently offering a slew of GIC promotional rates for clients looking to juice up the yield on their savings accounts. Below is a synopsis of the offers:
- 60-months La Capitale Max GIC: 2.25%
- 18-months SSQ Select GIA: 1.40%
- 12-months La Capitale Traditional GIC: Up to 1.30%
La Capitale GIC Offers
Weekly rate sheet: https://www.lacapitale.com/files/live/sites/lacapitale/files/contributed/landing/epargne/en/pdf/Brokerage-LaCapitale_rates_A.pdf
Promotion page: https://www.lacapitale.com/en/GIC_rates?oft_id=2214252&oft_k=wW59Ejd3&oft_lk=OC7xjY&oft_d=637725712493300000
1. This is a limited-time offer, subject to change at any time and without notice | 2. Some conditions, restrictions and exclusions apply. | 3. Rate reduction of 0.25% from the non-redeemable rate. | 4. For amounts over $500,000, contact your MGA. | 5. This is a limited-time offer, subject to change at any time and without notice. For new money only (deposit by cheque or transfer from another financial institution). If a combination (new money and renewal), the bonus will be prorated to the new money invested. Deposits in a DIA (daily interest account) are considered new money for 60 days. With first-year new money bonus.
Early redemption penalties: https://www.lacapitale.com/files/live/sites/lacapitale/files/contributed/individuelle/en/pdf/K052_Table_SavingsProducts.pdf
SSQ Insurance GIA Offer
Weekly rate sheet: https://investissement.ssq.ca/astranet/en/astranet/general/tauxInterets.html
Early redemption penalty (page 41): https://investissement.ssq.ca/astranet/en/astranet/general/docElectronique/Information_Folder_and_Contract
These are limited time offers so it’s best to move quickly if your clients are rate shopping.
Retirement Income Webinar
Financial Planning: Sequencing Risk in Retirement
Top 20 La Capitale Funds as of December 01, 2021
Monthly returns: https://ssq.ca/en/investment/segregated-funds/returns
Are your clients asking you for an easier way to deposit money into their investment accounts at SSQ? If so, we recommend that you use our online banking payee feature. Your client simply needs to login into their online banking platform and select SSQ Insurance – Investment as the payee and then enter their 8-digit application number. We suggest they do this after you email us your investment instructions using the write to us function in our advisor center.
La Capitale and SSQ Insurance Advisor Centers
La Capitale
Advisor Centre: https://advisorcentre.lacapitale.com/espaceconseiller?lang=en
Investment returns: https://www.lacapitale.com/files/live/sites/lacapitale/files/contributed/individuelle/en/pdf/Returns.pdf
Email: savingsoperations@lacapitale.com
Tel: 1-888-392-2583
SSQ Insurance
Advisor Centre: https://investissement.ssq.ca/astranet/en/astranet/general/formulaire.html
Investment returns: https://ssq.ca/en/investment/segregated-funds/returns
Email: service.inv@ssq.ca
Tel: 1-800-320-4887