LifeBuilder

Transferring your wealth with certainty

Establish inheritances with certainty. LifeBuilder provides simple and convenient options to transfer your investment wealth to family or others, without delay or complications.

The unique Future Event facility lets you control when your wealth is passed on and how they access it in the future. Your investment will be transferred with all its valuable tax benefits maintained.

You can specify a particular date for your investment to transfer or have it transferred on your death. You can also delay access to your funds after the transfer occurs, as well as limit how much can be accessed in a particular year.

Making sure your wishes are met.

  • Simple tax-effective solution to transfer your wealth

    EstatePlanner gives you a simple solution without the administrative costs normally associated with wills and estates that often involve third parties. It provides a tax-effective wealth transfer solution with no tax payable either by you, your estate or the recipients of your wealth.

  • Full control over your investment

    You retain full control over your investment before your wealth is transferred, and you can change your instructions at any time beforehand.

  • Control over how your intended recipients access your wealth in the future

    You have the flexibility to specify how much of your wealth can be accessed each year, which can be particularly useful if you want to control the use of funds by your intended recipients.

Benefits of LifeBuilder

  • Start investing with as little as $1,000
  • Multiple options through EstatePlanner to help transfer your wealth on your death or at a specified future date
  • Regular savings plan with the ability to automatically increase contribution levels each year
  • 37 investment options to choose from; ability to switch between options without personal tax consequences
  • Access to your funds at any time
  • Tax-effective, long-term investing benefits

Simple tax-effective solution to transfer your wealth

Full control over your investment

Control over how your intended recipients access your wealth in the future

Looking to get started?

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