Savings
Education Fund Building
For parents with young children, we provide an educational funding program that greatly minimizes the financial impact of sending kids to school.
Estate Planning
People who have built fairly large estates often overlook the considerable amount of taxes to be paid before ownership can be legally transferred to their heirs. Even with reduced estate tax rates today, the amount that inheriting heirs need to settle with the government can be enormous.
Our estate planning solution provides for this amount so your heirs can inherit your estate, hassle- and worry-free.
Retirement Planning
Many people look forward to their retirement, oftentimes referred to as “the longest vacation of your life.” Our retirement funder is an application that not only clearly projects the amount you will need to live comfortably in retirement but more importantly, provides a way for you to save for this fund gradually during your productive years.
Medium- to Long-Term Needs Planning
Whether you are looking to invest in building a home, getting a brand new car, going on that grand tour overseas, or spending for other big-ticket items in the future, our mid- to long-term solution enables you to save and invest gradually and prudently, so you are not saddled with coming up with a huge amount by the time you need to make the big purchase later.
Our solution takes advantage of compounding interest so the money you save and invest today grows optimally to effectively meet your needs in the future.
Success Stories
A New Unit is Born!
“Leaders aren't born, they are made. They are made by hard effort, which is the price which all of us must pay to achieve any goal which is worthwhile.” -…
Making a case for life insurance as a business essential
Mention "life insurance", particularly variable unit-linked insurance (VUL), and the first thing that comes to mind is income protection in case of death, disability, or an accident. For Marjorie "Arjo"…
