01 June 2015

The role of life insurance in cross-border planning

Life insurance has a storied history as a wealth planning tool in many domestic markets. Changes in the global environment have created a need for more sophisticated planning in a cross-border context. The rapid generation of new wealth in many developing economies has presented a clear need for liquidity planning here – yet often the domestic life insurance market has neither the capacity nor the security. Today’s offshore practitioners fulfil a role as a valued advisor for such clients – identifying cross-border risks, and at the same time leveraging and utilising cross-border opportunities. Life insurance can be a tremendously powerful weapon as part of a broader planning strategy for a client.

Offshore Investment (June 2015)

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