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See below for more information about our current offers.
Lump-sum Endowment Plan offer
Get your clients' a higher maximum boost of up to 30%* to their initial investment when they invest in a lump-sum local Endowment Plan. This boost percentage is based on their Discovery Life Plan premium size and Discovery fund take-up.
Valid until 30 June 2018
Download the campaign pack hereLinked Retirement Income Plan offer
Clients that are on Bronze Vitality status or lower, can enjoy higher income boosts equivalent to the boosts for a Silver Vitality status client. The income boost for Silver Vitality status is up to 40%** and clients can receive this for the first two years of their retirement.
Valid until 30 June 2018
Download the campaign pack hereDiscovery Retirement Optimiser offer
Clients can get more income in retirement by converting their unused life cover into tax-free income. When clients invest in a Discovery Retirement Optimiser, the Life Plan Optimiser benefit will be multiplied by 1.2.***
Valid until 30 June 2018
Download the campaign pack here* The lump-sum Endowment Plan boost assumes that there is no servicing done after 3 April 2018 on the client’s Life Plan and lump-sum Endowment Plan.
** The income boost is based on their Vitality status, the amount of retirement income that they withdraw as well as their Discovery fund take-up
*** The Life Plan Optimiser boost is an increase to your client’s retirement savings. It assumes a retirement age of 65, unless your client is older than age 55, in which case their Life Plan Optimiser boost is based on a term of 10 years to retirement. It also assumes that there is no servicing done after 29 March 2018 on the client’s Life Plan and Discovery Retirement Optimiser.
**** The minimum return of double the initial unit price is before the deduction of any Discovery administration fees, initial and ongoing financial adviser fees, withdrawal fees and taxes, where applicable.
Nothing contained herein should be construed as financial advice, for any advice related matters please contact your financial advisor. Discovery Life Investment Services Pty (Ltd): Registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life assurance products are underwritten by Discovery Life Ltd. Registration number: 1966/003901/06. An authorised financial service provider and registered credit provider, NCA Reg No. NCRCP3555. Product rules and Terms and Conditions Apply.