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Money invested through our platform is allowed to grow tax free. Any dividends received will also be tax free (up to your principal investment amount) and life insurance payouts will not be subject to inheritance tax.
In the beginning of the 1900’s, the public invested 50 % of their savings in this vehicle, and it is still heavily used by banks and corporations. As Wall Street grew, more risky products with higher commissions appeared, and permanent life insurance was forgotten.
Life insurance is a very predictable business, based on statistics and conservative investments. Due to this predictability, the companies we are working with have performed steadily through all major market crashes and can leverage that to offer guarantees for their policyholders.
The US government considers life insurance important for society as a way of helping families to get through tough times. Therefore, it has been given favorable tax treatment for 170 years.