Giving Clients Flexibility Through Choices
Historically, most high net worth individuals & corporations are underinsured. In fact, high net worth individuals need more insurance for:
- Wealth Transfer
- Funding Family Trusts
- Ensuring Family Wealth Continuation Plan
- Strategic Business Planning
- Buy-Sell Agreements
- Corporate Debt Protection
- Key Person Insurance
- Hedging Against Local Currency Devaluation
However, paying the premium for a large face amount policy can affect cash liquidity.