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