Generali offer additional contribution on savings plans (09/01/2008)
 

Generali International is offering a free additional contribution on all qualifying regular contribution savings and investment plans established before 31st March 2008. This raises the total allocation in year 1 to over 113% in larger cases.

Applications qualify for the enhanced terms have to be of at least 10 years in length with a minimum monthly contribution of US$ 500* (or currency equivalent). Policies can be established in US Dollars, Euro's or Sterling. 

The offer also applies for qualifying policyholders who wish to increase contributions to their existing Generali policies.

Terms:

• An additional months contribution for all new business proposals for Vision with a monthly premium of at least US$ 500* or annual equivalent and a minimum premium paying

• term at outset of 10 years. This raises the total allocation to over 113% in year one on larger cases, a real client incentive to save.

• This offer is available with effect from 1st January  2008 up to and including 31st March 2008.

• An additional months contribution free for existing Policyholders who increase their premium by at least US$ 500* per month or annual equivalent on policies with a premium paying term at outset of at least 10 years.

Conditions:

• The incentive only applies to regular premium Vision offshore savings and pension plans.

• Qualifying proposals will be those received at Generali International offices up to and including 31st March 2008.

• Policies whose first new premium is received after 30th April 2008 will not qualify.

• All new and existing policies must remain premium paying at the new premium level for at least 5 years or the incentive will be forfeited.

• Free premiums are subject to the usual charges.

• The company reserves the right to change or cancel this promotion at any time.

• Policies that either lapse or are made paid-up and are subsequently fully reinstated during the first five years will have the free premium reinstated subject to management discretion.

* Other currency minimums: GBP 333, HKD 4,165, EUR 450, YEN 66,665

To request further details of the special offer or the Generali Vision policy, just contact Candour Consultancy and provide us  with your preferred contact details.