Current Discovery Invest Special Offers

Discovery Invest Special Offers, until the 30th of June 2019

(We previously kept all special offers on this page that Discovery Invest had run. However, the page was looking too complicated… so they have now been removed and only the current Discovery Invest Special offers are available on the page).

Special offer for Lump Sum local Endowment plans (until 30th of June 2019).

Clients can receive up to 30% extra (boost) on their lump sum endowment plan initial contribution.

This is worth looking at by anyone who is looking to do a lump sum endowment investment.

Minimum R60 000 lump sum. Not for Global investments.

The product looks at your life plan premium in determining boosts, however, even if you do not have a Discovery life plan… you can still receive a boost of up to 20% (if you are all invested in Discovery funds).

(Explanation video below towards bottom of this page)

Flyer explaining the offer (link below):

Lump-sum Endowment flyer

 

Receive contribution boosts to your recurring retirement annuity, your Discovery Retirement Optimiser or your companies Group Retirement Annuity (until the 30th of June 2019).

Clients investing in the recurring Retirement Annuity (RA), Discovery Retirement Optimiser (DRO) or Group Retirement Annuity (Group RA) before 30 June 2019 can receive contribution boosts based on Diamond Vitality Health, Vitality Drive and Vitality Money statuses with 100% Active Rewards for the first three months. After this, they will accrue contribution boosts normally.

(Explanation video below towards bottom of this page)

Flyer explaining the offer (link below):

Recurring Contribution Boost flyer for retirement annuities.

Discovery Retirement Optimiser flyer for Discovery Retirement Optimiser policies.

 

Living annuity offer (until 30 June 2019).

Your clients can automatically receive the maximum income boosts for reaching their Vitality Health goals, based on their withdrawal level of income for the first six months.

This is great for those who are buying a living annuity… boost your retirement income by up to 50%.

Flyer explaining the offer (link below):

Living Annuity flyer until 30 June 2019

Contact form for help below.

 

Endowment offer available until 30 June 2019
Contribution boost offer for RA’s, DRO’s and Group Ra’s available until 30 June 2019

Current Discovery Invest Special Offers was last modified: May 29th, 2019 by Kenny Williamson

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