Insurance Saving/Investment Plans - Saving, Educational, Wedding and Retirement Plans

Saving plans are good and efficient method of putting aside part of your earnings today to achieve future saving objectives. Whether your are planning to save to buy your dream house, saving for your kids' education or wedding, or saving for a secure retirement, we have a plan for you which will allow your savings to grow so they will be available to you at the end of the term of the plan. During our initial meeting we will assist you in answering the following questions:

How can I achieve financial independence through proper planning?

Which plan should I focus on first (general saving, educational, retirement, etc)?

How much of my earnings shall I put aside every month to achieve my saving objective?

In which funds shall I invest in order to enhance my returns and minimize my risks?

Key Features

The plans are available in many currencies (USD, GBP, EUR, Etc.)
Protection options (life insurance, disability, hospitalization, long term care, etc.) can be added to enhance the plan.
Premium amount can be increased, decreased, and even suspended for a period of time.
The plans are portable and you can continue to benefit form them even if you decide to move to a different country.
A large number of investment funds are available to choose from.

Working Scenario

Mr. Smith is a 37 year old male who is able to put aside $1,000 every month in a saving plan in order to achieve his adjective of saving $1,000,000 in 25 years. He has expressed his interest in achieving an annual growth of 10% and selected a mix of investment funds with historical performance of achieving an annual return of 10% over the past 5 years. Given the assumption in our scenario, the expected results will be as follow:

Total investment over 25 years: $300,000
Estimated value of compounded returns over 25 years: $720,420
Total estimated savings after 25 years: $1,020,420