Founder & CEO of Altvest Capital Partners
Director (Wealth Management) at Swiss-Asia Financial Services
Insurance
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Tax efficiency
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Gross roll up
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Gift Assignment
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Privacy
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Wealth Preservation
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Liquidity
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Succession Planning
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Estate Equalisation
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Family Protection
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Business Continuation
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Reduced Reporting
Benefits of Insurance
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Private Placement Life Insurance (PPLI)
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Universal Life (UL)
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Variable Universal Life (VUL)
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Types of Insurance
Life Insurance Wraps offer many proven benefits when used wisely. They can aid with tax efficiency, asset protection, estate transfer and succession planning as well as many other country-specific issues. Policy premiums can be funded from both accumulated capital as well as regular contribution and even from existing investments. The ability to wrap existing assets can be highly effective and has led to the coining of the phrase "dual-purpose dollar". This is when assets are used to generate investment return and fund insurance premiums for ongoing protection.