Ultra Advance

Ultra Advance provides portability and tax efficiency plus access to some of the world’s leading fund managers.

Ultra 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.

Ultra 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 1,500 USD per month, then it may be the financial planning solution for them.

Product featuresInvestor benefits
Your client can hold the plan in trust/name up to 4 policyholders.Delivering 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.

Your client can make payments in USD, GBP, EUR, HKD or AED, increase or decrease the payments into their plan or take a payment holiday.

Make a lump sum payment.From just 3,000 USD – your client can take full 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 investment experts select some of the best funds available and offer a wide range to meet varying investment requirements and risk appetite.
A range of ‘lifestyling’ strategies.An ideal solution for those not wanting to actively manage their investments but wanting to limit the risk of a market downturn as they approach maturity.
Your client can access their money through one-off or regular withdrawals.For instance to meet school fees.
Minimum premium.From 1,500 USD per month.
Can be issued as up to 10 separate policies.Giving your client the flexibility and the opportunity to make gifts of some of the policies to others.

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