Investment-Max Supplementary Benefits

Waiver of Premium

In the event of total disablement due to accident or illness any future premiums (after the first six months of disability) will be waived and assumed to be paid by the Company. The benefit expires at age 60 or at the maturity of the policy if earlier.

Investment-Max is addressed to people who seek to maximize their investment and have limited insurance needs. 

It may also interest people who want to have tax benefits but cannot obtain other insurance cover scheme because of health or age reasons.

Investment-Max provides the opportunity for the policyholder to build up capital through systematic investment in the internal unit-linked funds of Universal Life. The plan provides insurance protection only for loss of life from accident, thus minimizing the cost of insurance and maximizing the investable amount.

It’s an ideal scheme for those interested in building up capital on medium or long term basis through systematic saving.

The earliest age one can enter the scheme is 20 years old with the maximum age is 70. Maximum age at maturity is 80 years and life insurance cover can reach up to €200.000. Minimum yearly premium is €1.200.

Policy holder can increase or decrease the premium accordingly or pay additional optional premiums to increase the accumulated capital.

The only supplementary benefit that can be added to the scheme is Waiver of Premium

I would like more information on Investment-Max Supplementary Benefits. Please contact me
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