Clients can get a higher boost of up to 24% to their retirement savings
Our retirement plans give clients more financial security by rewarding them for healthy investment behaviours, such as investing longer and investing more, with investment boosts of up to 20% or discounted fees.
With our current offer, they can now get an even higher boost on their lump-sum Retirement Annuity or Preserver Plan for investing longer. We reward your clients with boosts of up to 24% when they invest in qualifying Discovery funds, or a boost of up to 14% to investments in Cogence solutions.
An unmatched pre-retirement solution
Clients can invest their boost offshore in USD
INVEST OFFSHORE
Clients choose how they'd like the boost to grow and how they want to use the boost when they retire.
Investing the boost offshore, will provide clients with increased global exposure (this includes their additional boost with our current offer).
This offer applies from 23 September 2024 to 28 February 2025.
Grow your business with this campaign
Our comprehensive online platforms are fully equipped with all the essential marketing materials and tools you require. We've prepared everything in advance to streamline your workflow and enhance your marketing strategies.
Simply log in, choose your content, and download or send it with ease.
Marketing material
Find all the relevant documents on our Invest Marketing support page (including flyers, brochures, and more) to assist in sales enhancement. Downloadable packs with no branding are also available for independent financial advisers.
Email communication
Communicating with your clients has never been easier with Adviser Insights Dashboard. Clients who qualify for the offer will already be listed under your product opportunities, with a pre-set email template ready to send.
Social media
We have created social media artwork with pre-set captions to support you in promoting this offer on your social media channels. Simply log in, choose applicable platform image size, review, and post.
The offer applies to lump-sum Retirement Annuities and Preserver Plans without the Boost Accelerator. This offer period runs from 23 September 2024 to 28 February 2025. The offer will not apply to any applications received outside of this period. All policy documents must be received on or before 28 February 2025 and money received by 20 May 2025 to qualify for this offer. Applications that are still being processed at the launch of this offer (23 September 2024) will still qualify for this limited offer, provided that all documents and funds are received on or before the 28 February 2025. Existing policies and upgrades will not receive this offer. Any intentional movement, transfer or withdrawal of existing business to qualify for this offer will be disallowed and will forfeit the current offer and Investment Boost. The 4% boost will grow in line with the underlying boost growth rate and will apply to the client's qualifying fund balance. In the five years between the client's selected retirement date and the date on which the 4% boost pays out, any switches out of qualifying funds will reduce the boost, while switches into qualifying funds and additional contributions will not result in an increase the boost. The boost from the current offer pays out five years after the selected retirement date.
This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, a licensed life insurer and an authorised financial services provider and registered credit provider, NCR registration number NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.