Universal Life: insurance and tax advantaged investments combined!

Universal Life insurance is unique. It combines permanent insurance with investment options to provide a versatile product. The payment that you makes towards the policy covers the cost of insurance plus any assoiciated costs first, and the rest is invested on your behalf. It provides flexibility in terms of how much you want to deposit into your investment account. The investments grow on a tax advantaged basis within your policy. Some of the Universal Life products even allows your beneficiary to take the investment value as a tax free insurance payout !


Talk to us to walk you through the features of various Universal Life insurance products and help you decide which one is suitable for you. We can be reached at 647-527-6175.