15 Year Savings Plan with guaranteed capital and growth

For clients who want to save for the medium term, want protection and guarantees, and do not want access to their money during the term. Highlights 140% of premiums guaranteed at maturity Unlimited growth linked to the performance of the S&P 500 In trust enabling easy addition of beneficiaries Puerto Rico provider domicile free from […]
Fixed Interest Deferred Annuity with guarantees

For clients who want to grow their investment for a period of time with capital protection and who then want to take a guaranteed income from the plan or invest in another product to provide income. Highlights Include Three crediting strategies in the Accumulation phase all with 0% floor: Guaranteed rate S&P500 Linked with a […]
Term Insurance with guaranteed premium rates

For clients who want guaranteed premium rates for a fixed term. Highlights Include Sums Assured from $500k Level guaranteed premium rates Single Life and Joint Life with Spouse Rider Child Rider Waiver of Premium, Accidental Death Benefit, Accidental Death and Disability In trust enabling easy addition of beneficiaries Various Jurisdictions including Bermuda, Singapore and Puerto […]
Universal Life Insurance with guaranteed crediting rate

For clients who need whole of life cover and premiums that are flexible and the ability to make an investment return. Highlights Include Sums Assured of $500k-$5m with higher amounts on request Cover for ages 18-75 at inception Coverage up to age 121 Single Life with spouse rider keeps costs low Child Rider In […]
Unit Linked Savings Plans

For clients committed to disciplined saving over a long-term horizon of 5 to 25 years or more. Highlights Include Access to hundreds of top performing funds. Exceptional initial unit allocations and loyalty bonuses. High degree of flexibility and options. Collaborate with us Connect with Wealth Platform Solutions today to explore how our products and services […]