Enjoy Solutions For Your Financial Security

As part of your overall Wealth Structuring plans, you may identify a need for additional liquidity for your family in the event of your passing. This liquidity may be required to pay off loans, cover inheritance tax bills, fund a charitable legacy, or meet other needs. This planning can be achieved, through our approved external broker, using a specialised type of life insurance known as Universal Life (also referred to as ‘Jumbo’ Insurance). This insurance provides substantial lump-sum payments to the beneficiaries upon the insured individual’s demise.