Gabriel Lim's Tokio Marine GoElite Secure Pitch

GoElite Secure Pitch
Today I’ll like to share with you an interesting idea which I recently learnt of, and I feel that it will be very appropriate to you
Don’t worry, I won’t ask you to place all your funds with me for investment
I am only asking to put a small portion with me, so that you can enjoy monthly allowance and ALSO protect your capital at the same time
Yes, protect your capital. You didn’t hear wrong. Even in a volatile market such as now, you can still protect your capital
I have clients who put their portfolio in safe investments such as bonds
Wouldn’t you agree that bonds is considered to be relatively safe right?
And during last year alone, they lose from 20% to 40% in their portfolio value Can you imagine? A safe instrument like bonds can drop so much
And this is because of Covid and other reasons, all these are unforeseen events However, I am super excited to share with you how you can actually protect your capital through this method
Sound interesting right? Too good to be true right? Even my mom and I were skeptical at first? So how does this works?
Okay if you can imagine with me. Wait you don’t have to imagine because this product is actually real
How it works is, lets say you $100k into this investment
And your portfolio rise by 100% to $200k
At the same time, you receive your monthly or quarterly allowance through dividends
Ranging from 4% to 7%, depending on your risk preference
Then suddenly, the markets turn around
And your portfolio drop all the way back to $100k
So if you go by the normal investment, you only have $100k back right? However, this product has this feature call “high watermark locked in value”
What it does is, it will lock in your portfolio high, in this case $200k So that if you pass on untimely when the market is down
Your loved ones still get the high of $200k, protecting your capital Does it sound good?
You just pay insurance charge for the difference between the
current value and the peak Any questions?
If not questions, I’ll need your NRIC to start on the paperwork
Objection
What if I want to draw out money when the market is down?
Its like normal investments
You can still take out the funds when the market is down
But usually people will want to keep the funds inside and wait for the portfolio to recover
Unless its an emergency
However this feature is unique
If you pass on untimely, you cant choose when to sell your investments, they will just sell it at whatever the market is currently
And what if the market is down?
You will be selling at a loss
So this feature is unique, it helps you lock in the high portfolio value, so even when u pass on when the market is down, you still get your high portfolio value.