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Think of an annuity like a savings plan for retirement. You put money in regularly, and later on, you get back 100% of what you invested in installments or all at once. If it’s a registered annuity, it means the Government approves it. With this type of annuity, you don’t pay taxes on the money you put in, up to a certain limit.
TRIflex Annuity lets you pick from 3 different funds to invest your money: a government bond, a corporate bond and mortgage fund, and a property and equity fund. Interest will be added every month. This plan is available up to age 60.
We understand the importance of safeguarding your future and providing you with a reliable source of income and we’re committed to helping you build a solid foundation for your financial journey.
TRIflex Annuity Plans
Individual - Gold Plan
Flexible premium payments tailored to your life stage and investment needs.
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Corporate - Platinum Plan
Ideal for key employees, executives and business owners.
How does an Annuity work?
- Start with a low monthly premium of $300
- You can add $500 or more in the first year on any premium date
- After the first year, make premium changes on any policy anniversary
- Move your money between funds every third year of the policy
- No hidden fees or administrative charges on premiums paid. 100% of your investment works for you.
- Earn interest on your contributions, the interest you’ve already earned and tax deferral amounts
- At maturity, choose monthly installments or take out 25% of your retirement savings for needs like paying off loans, covering education costs, healthcare, etc and a reduced monthly annuity
- If you pass away before receiving your income, your beneficiary gets back contribution or fund value, whichever is greater
Fund Value Calculator
Get the answers you're looking for.
How much you put in: The more money you contribute, the more you get back.
How long you have it: The earlier you start, the better. More time means more earnings, which could mean bigger payments
Interest rate: When interest rates are higher, you earn more money, which can mean bigger payments for you.
Taking money out: Stopping payments or surrendering decreases the total amount, which means smaller payments for you
You may request your funds to be transferred to any other Company that is registered to sell annuities for the purchase of your benefits. This requires BIR approval and fees may be applicable.
After 3 years of payments, you can request that the policy be made paid up, with an option to resume payments within 3 years.
Yes, you can pay online with a credit card, but not over the counter.
Yes, you can take early retirement on your pension if:
1. Your policy is at least 10 years old
2. You are at least 50 years old
3. The policy is a premium-paying policy
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