Max Income offers you access to a variety of income solutions tailored to suit your specific needs. All you do is pay Old Mutual a once-off lump sum to receive an income for the term of your choice.
Features and Benefits
- You can opt for 100% investment allocation.
- You can choose a regular, guaranteed income for a fixed term or for life.
- Flexibility in terms of income frequency and escalations.
- Tax is deducted by Old Mutual prior to income payments according to the current tax tables.
- Depending on the solution you select your minimum investment amount ranges from a lump sum of R10 000 to R500 000.
- You know how much income you will receive and when you will receive it.
- Estate planning benefits: you can provide for your heirs either as an income or capital inheritance.
Solution Options