Services  >  Financial Planning  >  Wealth Distribution

Wealth Distribution INSURANCE

What it is?

Setting aside a Legacy for your Loved ones or to Charitable organizations

Wealth Distribution solutions can be recommended to meet your needs. 

  • Simple solutions such as Term Life Insurance or Whole of Life insurance can be used for leaving a Legacy
  • Universal Life insurance is also available for those who wish to simply park a Lump Sum and create a Legacy to your desired parties.
  • With collaboration with specialised Wills and Trust companies, we are able to recommend you on the importance of writing a Will or creating a Trust to suit your intentions on distributing your Wealth