Why Serenia Life Whole Life Insurance as an Investment Tool?
With Serenia Life, you can feel good knowing a portion of our profits go towards supporting your loved ones and your community. Plus, you’ll be setting yourself up for the future with:
- Affordable life insurance for life – the younger and healthier you are, the cheaper it is to buy!
- An investment portion that continues to grow over your lifetime
- A cash value2 you can borrow from – to help pay for a down payment on a home or fund your retirement
- Access to unique member benefits, including a free will, a $1,000 post-secondary scholarship, funding to volunteer abroad, and more!
- Not to mention, with a 20-pay whole life policy, the whole thing will be paid up in 20 years (but the benefits remain forever)
Still not convinced you need life insurance when you’re still so young? Download our FREE guide, You’re Never Too Young to Have Life Insurance, to better understand why now is the cheapest time to buy and how the right policy can help grow and protect your savings over the long run.
1 Terms & Conditions to receive 25% Off: From August 3rd to December 31st, 11:59pm, Local Time, all life insurance policies purchased will receive 25% off their first-year premium, up to $500. Clients paying monthly will have premiums waived for the first 3 months or up to $500, whichever comes first. Clients paying quarterly will have their first premium payment waived or reduced by $500, whichever comes first. Clients paying annually will have their first payment reduced by 25% or $500, whichever comes first. Once a written case is issued and qualifies for a first-year premium reduction, it will not be eligible to qualify again. ADO premium is not covered by the campaign. Clients will be billed for this portion right from date of issue. If a Temporary Insurance Agreement is chosen, it will not be impacted by this campaign and will remain intact.
2 Cash values are accessible via a withdrawl, policy loan, or surrender. These may be subject to taxation and a tax slip may be issued. Accessing the cash value of the policy will reduce the available cash surrender value and death benefit.
3 PMG Intelligence “Member Satisfaction Research 2022.” Conducted September 2022 on behalf of Serenia Life Financial.
4 For more details, please contact us through Member Services at 1-800-563-6237 or at 300-470 Weber Street North, Waterloo, ON N2L 6J2. You may view our Privacy Policy online at serenialife.ca/privacy-policy/.
