Ideal Segregated Funds - Signature Series
for savings & retirement income plans
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1-877-536-4666.
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
| Signature Series – Pocket Folder NEW | 09-2011 | 7122 | |
| Signature Series – Build a solid financial future NEW | 10-2011 | 6835 | |
| Signature Series – Build your own retirement plan NEW | 01-2012 | 6763 | |
| Signature Series – Start saving today NEW | 09-2011 | 6609 | |
| Signature Series – Retire your way NEW | 09-2011 | 6610 | |
| Signature Series – Enrich your savings with Platinum Option NEW | 09-2011 | 6611 | |
| Signature Series – Comprehensive Reference Tool NEW | 01-2012 | 6783 | |
| Signature Series – Your guide to Ideal Segregated Funds NEW | 01-2012 | 6597 | |
| Ideal Monthly Income Fund | 01-2012 | 7198 | |
| Ideal Meritas Income & Growth Portfolio NEW | 09-2011 | 7111 | |
| Ideal Meritas Balanced Portfolio NEW | 09-2011 | 7112 | |
| Ideal Meritas Growth & Income Portfolio NEW | 09-2011 | 7113 | |
| Partnering for your success – PPT (Meritas SRI Funds & Ideal Segregated Funds – Signature Series) (PDF only) NEW |
09-2011 | See document | |
| Partnering with Fidelity Investments NEW | 01-2012 | 6626 | |
| Partnering with Dynamic Funds NEW | 10-2011 | See document | |
| Ideal Dynamic Power Balanced Fund NEW | 09-2011 | See document | |
| Ideal DynamicEdge Balanced Growth Portfolio NEW | 09-2011 | See document | |
| Ideal Dynamic Moderate Bundle NEW | 10-2011 | See document | |
| Ideal Dynamic Aggressive Bundle NEW | 10-2011 | See document | |
| Quotential Program – Partnering for your success NEW | 09-2011 | See document | |
| Help protect your registered retirement income funds (PDF only) |
09-2010 | 6822 | |
| Signature Series – Product comparison | 04-2011 | 6374 | |
| Signature Series – Sigma Assistel | 04-2011 | 6486 | |
| Signature Series – Scenarios Guide (PDF only) | 01-2012 | 6376 | |
| Signature Series – Case study – Steve (PDF only) | 09-2011 | 6726 | |
| Signature Series – Case study – Caroline & Leo (PDF only) | 09-2011 | 6761 | |
| Signature Series – Case study – Julie (PDF only) | 09-2011 | 6778 | |
| Signature Series – Case study – Sylvia & Paul (PDF only) | 09-2011 | 6781 | |
| Signature Series – Case study – William (PDF only) | 09-2011 | 6779 | |
| Signature Series – Case study – Diane (PDF only) | 09-2011 | 6753 | |
| Signature Series – Case study – Barbara (PDF only) | 09-2011 | 6780 | |
| Signature Series – Sample prospecting letter – Platinum Option | 09-2011 | See document | |
| Signature Series – Sample prospecting letter – Accumulation phase | 09-2011 | See document | |
| Signature Series – Sample prospecting letter – Payout phase | 09-2011 | See document | |
| Signature Series – Sample prospecting letter – All-in-one retirement solution | 09-2011 | See document | |
| Strategic Asset Allocation Questionnaire | 10-2011 | 5891 | |
| Signature Series – Investor Profile – Portfolio Selection | 09-2011 | 6475 | |
| Signature Series Tactical Asset Allocation - Ideal Portfolio (PDF only) | 01-2012 | 6479 | |
| Signature Series Tactical Asset Allocation - Ideal Select Portfolio (PDF only) | 01-2012 | 6472 | |
| Tax and Estate Issues Pointer Card (PDF only) | 08-2011 | 4280 | |
| Total Customer Satisfaction | 06-2008 | PC 1380 | |
PDFs posted on this Web site weigh 1Mb or less, unless otherwise indicated.
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