A medium to long-term savings plan designed with choice and flexibility at its core.
Premier Advance could help your clients, whether they are saving for school fees, a new car, to support their family, fund their retirement or simply putting money aside for a rainy day.
Premier Advance provides portability and tax efficiency, plus access to some of the world’s leading fund managers. If your client is looking to save a minimum of 300 USD per month, then it may be the financial planning solution for them.
|Product features||Investor benefits|
|The plan can be held in trust and up to 4 policyholders can be named.||Delivering your client estate planning and tax benefits.|
|Death benefit.||101% of the plan value if the last of the named lives assured dies while the plan is active.|
|Payment flexibility.||Increase or decrease payments into the plan or take a payment holiday.|
|Make a lump sum payment.||From just 3,000 USD – your clients can take advantage of bonus payments and salary increases.|
|Monthly loyalty bonus.||0.5% of the plan value each year, starting after the tenth anniversary of the plan.|
|Access to some of the world’s best fund managers.||Our in-house experts select the best funds available, offering a wide range to meet varying investment requirements and risk appetite.|
|Your clients can access their money through one-off or regular withdrawals.||Giving your clients flexibility.|
|Minimum premium.||From 300 USD per month to suit a wide range of circumstances.|
|Can be issued as up to 10 separate policies.||Giving you the flexibility and the opportunity to make gifts of some of the policies to others.|