Insurance Information |
---|
Plan Name Swiss Life Alpha Plus VUL Insurer Swiss Life Category AI - Variable Universal Life Needs Death, Wealth Accumulation |
Benefits: This is a single premium investment-linked policy which combines a client's investment portfolio with insurance coverage against death, terminal illness and accidental death. Policy value is determined by the performance of the client's underlying investments which can consist of mutual funds, listed equities, bonds and cash. This plan is suitable for individuals who are looking at legacy planning solutions. |
Limitations: There is a risk of losing the capital due to poor performance of the client's investment portfolio. |
Disclosure: This is a long-term policy. The cash value may be less than your premium outlay if you surrender it early. There will be policy fees and charges involved. |