Inheritance insurance is for the following clients:

• People who, out of love, wish to leave an inheritance to their heirs, such as their children or grandchildren.
• People who would like to reduce the amount of yearly tax they pay on their investments.  
• People who want to avoid leaving their heirs with a financial burden.

 

There are several advantages to the Inheritance Insurance strategy:

• Permanent life insurance protection
• Clients can monitor their capital through a tax effective insurance program
• It is possible to transfer more money to your beneficiaries than what would be obtained from traditional taxable investments and this, when the second insured person dies 
• The estate increases immediately
• Capitalization in tax efficient conditions
• A tax-free transfer to the beneficiaries at the time of death