“Your Maritime Annuity Solution – Your Personal Pension Powerhouse”

What is an Annuity (Explained Simply, Trini Style):
“Think of an annuity from The Maritime Financial Group, brought to you by TrueHaven Advisory, as creating your own personal, guaranteed pension plan. It’s a straightforward deal: you make contributions to the annuity (either as a lump sum or over time while you’re working), and in return, when you retire, Maritime provides you with a regular, predictable income stream. This income can last for a set number of years or, for ultimate peace of mind, for the rest of your life.”

How Does an Annuity Work?

An annuity is a smart way to grow your savings while securing your financial future. Here’s how it works:

• Affordable Entry: Start with a low monthly premium of just $300.
• Flexible Contributions: Make additional deposits of $500 or more at any time—plus, enjoy tax credit eligibility.
• Adjustable Payments: In the first year, modify your monthly premium on any due date. After that, adjust your premium annually on your policy anniversary.
• Investment Freedom: Every third year, you can move funds between different investment options.
• No Hidden Fees: Rest easy knowing there are no administrative charges—every dollar you invest works for you.
• Compounding Growth: Earn interest on your contributions, the interest you’ve already gained, and tax deferral amounts.
• Retirement Flexibility: When your annuity matures, choose between monthly installments or withdraw up to 25% of your savings for essential expenses such as loan payments, education costs, or healthcare, while opting for a reduced monthly annuity.
• Financial Security for Loved Ones: If you pass away before receiving your income, your beneficiary will receive either your total contributions or the fund value—whichever is greater.

Secure Your Future with TRIflex Annuity

Plan today for a more comfortable tomorrow.

An annuity is a simple, effective way to build financial security for your retirement. By making regular contributions, you create a steady stream of income for the future—receiving 100% of what you invest, either in installments or as a lump sum.

If your annuity is registered, it’s approved by the government, allowing you to benefit from tax advantages—meaning you won’t pay taxes on contributions, up to a certain limit.

Why Choose TRIflex Annuity?

With TRIflex Annuity, you have the freedom to choose from three diverse funds to invest your money:

• Government Bond Fund – A secure, low-risk option.
• Corporate Bond & Mortgage Fund – A balanced investment strategy.
• Property & Equity Fund – Growth-focused for long-term potential.

Interest is added monthly, ensuring continuous growth. Plus, this plan is available up to age 60, making it accessible for long-term financial planning.

We understand the importance of protecting your future and providing you with a reliable source of income. That’s why we’re committed to helping you build a solid financial foundation—one that gives you peace of mind today and security for tomorrow.