All the big offshore life companies have a perennial deal on their savings plans. Will these sweateners make a big difference to what you’ll get back from your investment plan. Should you be diving in now and making sure you make the most of them? Is there anything that you should be on the look out for. We’ve packed it all into a two minutes of chat.
are big commissions wrecking your financial future?
Offshore Life Companies aren’t known for driving change. They’ve been peddling the same expensive products to expats for decades. Inflexible, commission heavy, opaque savings plans and offshore investments.
Financial regulation is at different stages around the globe meaning a lack of consistency in the advice an expat receives.
Also expat communities are rarely a priority for a domestic regulator. Solutions designed for the local marketplace lack the portability that most expats need.
The result, big commissions and fees crush your future.
Are you an expat looking for real financial alternatives that work for you and your family? More expats want financial solutions that are portable, transparent, secure and provide value.
Offshore investment and savings have benefits an expat wants:
- Tax efficiency,
- Investor protection,
- Complete portability.
These are all important benefits, though normally, they come with big commissions, high fees, inflexibility and surrender penalties. You don’t have to accept this anymore.
You already know that life as an expat can have it’s share of uncertainty. So make sure your finances are adaptable.
Look for offshore investment that’s clean, transparent and flexible. No surrender penalties, upfront commissions, minimum contribution periods or lock-ins.
If it’s time for a change with your offshore investment then we can help.
Insurance for expats
International Life, Disability & Critical Illness Insurance
Whoever you are!
achieve financial freedom
you'll get passion!
We love what we do and we’re committed to changing the quality of offshore financial advice that is available to expats. There has never been a better time for this as technology improves awareness and at the same time brings us all closer together. Combine this with the current innovation in the financial products and we are excited about what the future holds for expats and their financial future.
You'll Save Money
It’s often said that you have to pay for flexibility, well not with us. We provide great value to our clients and all of the solutions that we offer are transparent and easy to understand. No nasty surprises or surrender penalties our charges are based on what you invest and not what you should have invested. On our offshore investment solutions we actually rebate any trail commissions back to you as standard.
You'll get Global Solutions
When you’re an expat having a financial plan that has portability at it’s heart is essential. A key factor in making this happen is to use global financial solutions. Making sure that you use life insurance for expats will save you time and secures your families future. International health insurance gives you choices in how and where you get treatment. Becoming an expat means you can’t take these things for granted.
Q: How may ways are there to set up health insurance?
A: There are two
We take a quick look at the two ways you can set up a health insurance policy and the diffence it makes to how fast your claims get paid or not.
We also look at the impact that each basis has on the way pre-existing conditions are dealt with. Plus we give you our opinion on what we think is the best option out of the two. All this in two minutes!
For many expats a regular savings plan is their first venture into the world of offshore investing. All too often it turns out to be a bad experience for many and is one of the most common expat complaints.
Saving money over the long term is an important part of wealth creation. So we’ve looked at some key points that you should know so that you DON’T make the same mistakes as so many before you.
Life insurance plays an important part in the financial planning process. Making sure that debts get paid and there’s enough money to take care of the kids should be your starting point. When you’re an expat, things start to get a bit more complicated. No one likes paying for something that they’re not going to get.
So here are some questions that you should be asking.
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