Premier Advance

Premier Advance provides portability and tax efficiency, plus access to some of the world’s leading fund managers.

A medium to long term savings plan, designed with choice and flexibility at its core.  Whether your client is saving for school fees, a new car, to support their family, fund their retirement or simply putting money aside for a rainy day.

Premier Advance features Benefits for your clients
The plan can be held in trust and up to 4 policyholders can be named. Delivering your client estate planning and tax benefits.
Death benefit. 101% of the plan value if the last of the named lives assured dies while the plan is active.
Payment flexibility. Increase or decrease payments into the plan or take a payment holiday.
Make a lump sum payment. From just USD 3,000 – your clients can take advantage of bonus payments and salary increases.
Monthly loyalty bonus. 0.5% of the plan value each year, starting after the tenth anniversary of the plan.
Access to some of the world’s best fund managers. Our in-house experts select the best funds available, offering a wide range to meet varying investment requirements and risk appetite.
Your clients can access their money through one-off or regular withdrawals. Giving them flexibility.
Minimum premium. From USD 300 per month.
Can be issued as up to 10 separate policies. Giving your client the flexibility and the opportunity to make gifts of some of the policies to others.