LIFETIME GUARANTEED INCOME
International Whole of Life Insurance, With A Difference!
KEY BENEFITS
Stock Market Gains with no loss of capital from stock market losses.
Annual Reset| Benefit from market drops without any loss, as your floor resets at lower levels.
Loan Access| Borrow up to 90% of the plan’s value, with funds available within 5-7 days.
Flexible Contributions and Access: Adjust contributions and access funds anytime.
Reputable Provider| Offered by a globally recognized insurer with an “A” rating from S&P.
Lock In Gains| Choose to secure gains monthly or annually to benefit from market volatility or stability.
Minimum Guaranteed Return| 3% per year, regardless of market conditions. Income available up to 5% of your surrender value annually (from year 6+) without affecting the family cash benefit.
Estate Benefit| Create wealth for the next generation, typically 2x-5x your original investment upon death.
HOW IT’S STRUCTURED?
Client invests 5M USD & the family receives $17,490,702 upon your death, & that’s after an annual income of $250,000 during retirement.
If you pass away before retirement, your family receives $27,253,609.
SECURE & TAX-EFFICIENT SOLUTION
Receive expert tax and a comprehensive estate planning report from international professionals, including chartered planners & tax advisers.
