Series 75/100 – Right time for a reset?

Series 75/100 – Right time for a reset?

November 26, 2024

Series 75/100 – Right time for a reset?

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With attractive returns in 2024, now’s a good time to reset your clients’ guarantees.

With the Series 75/100 reset e-tool, it only takes 30 seconds to make a difference for your clients!

Allows for electronic resets by contract, or for several at the same time
Resets can be scheduled annually for your clients’ peace of mind
Highlights your advisory role, with personalized confirmations sent to your client

Do the reset now!

You’ll need to log in to the Advisor Centre to use the tool.

Information!

Remember that resets do not carry over from year to year. This means that the reset will be lost if not done by December 31, 2024, 4:00 pm ET.

In the next few days, you’ll receive a list of all your clients whose Series 75/100 investments have not been reset since January 1, 2024.

Not familiar with the Series 75/100 reset tool?

Learn how to do a reset in 30 seconds in this tutorial.

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Series 75/100 promotional materials:

Email you can customize, available in the Web Showcase
F13-1010A – Growth and Estate Protection Combined
Video to share with your client - Capital protection and resets

Topic : Savings

Written by iA

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