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Services

Income for Life

What is Income for life?

It’s a solution to protect your family and estate, tailored to your specific criteria.

An assessment will be made on your cash liquidity, asset values, wealth tax liabilities and the amount you want to leave behind for your family.

How does it work?

Once we understand your objectives, we will then discuss the following together:

  • How much do you want as income for life in retirement?
  • How much do you want to leave for your family?

The Income for Life solution can be tailored specifically to your goals and objectives.

How do I invest?

You decide how you want to invest. For example:

  • A lump sum.
  • A lump sum and annual investments.
  • Annual investments.

Sounds good; how do I proceed?

Simply get in touch with us and provide the following details:

  • Your date of birth.
  • Gender.
  • Smoking status.
  • Country of residence.
  • The amount you are considering investing.

Once we have received these details, we will be in touch to explain and present how Income for Life can help you.

If you have accumulated wealth and want to secure the financial future of yourself and your family, this is a solution to protect, grow, and manage your assets. It allows you to enjoy your wealth while ensuring a smooth transfer for the next generation to appreciate.

It’s a solution to protect your family and estate, tailored to your specific criteria.

An assessment will be made on your cash liquidity, asset values, wealth tax liabilities and the amount you want to leave behind for your family.

How does it work?

Once we understand your objectives, we will then discuss the following together:

  • How much do you want as income for life in retirement?
  • How much do you want to leave for your family?

The Income for Life solution can be tailored specifically to your goals and objectives.

How do I invest?

You decide how you want to invest. For example:

  • A lump sum.
  • A lump sum and annual investments.
  • Annual investments.

Sounds good; how do I proceed?

Simply get in touch with us and provide the following details:

  • Your date of birth.
  • Gender.
  • Smoking status.
  • Country of residence.
  • The amount you are considering investing.
Once we have received these details, we will be in touch to explain and present how Income for Life can help you.
If you have accumulated wealth and want to secure the financial future of yourself and your family, this is a solution to protect, grow, and manage your assets. It allows you to enjoy your wealth while ensuring a smooth transfer for the next generation to appreciate.

Questions and Answers

•Is my investment safe?
Absolutely. Income for Life plan is guaranteed by a globally renowned insurance company. This company already manages over USD 1 trillion in client funds, making it one of the world’s most secure businesses.
•How can I receive an Income for Life?
You can get an Income for Life by investing your funds with a reputable insurance firm. This company combines your investment with those of other affluent individuals, generating returns that are paid to you as a lifelong income stream.
•Can I choose where my money goes?

Yes, you can. You can choose from three investment strategies – either stock market or fixed income related returns. We will help you understand each one and choose the best for you.

•Can I purchase this plan directly from Capital for Life?
No, Capital for Life only collaborates through advisory firms. They provide guidance on how to implement these plans to benefit you and your family’s future generations.
•Whom should I contact to modify my investment, withdraw the plan, or claim the policy?
You can get in touch with us. After establishing your initial strategy, we conduct annual reviews to keep you informed about the progress of your investment. We also assess your income requirements and advise on estate planning to ensure the efficient transfer of your wealth to your heirs.

Questions and Answers

•Is my investment safe?

Absolutely. Income for Life plan is guaranteed by a globally renowned insurance company. This company already manages over USD 1 trillion in client funds, making it one of the world’s most secure businesses.

•How can I receive an Income for Life?
You can get an Income for Life by investing your funds with a reputable insurance firm. This company combines your investment with those of other affluent individuals, generating returns that are paid to you as a lifelong income stream.
•Can I choose where my money goes?

Yes, you can. You can choose from three investment strategies – either stock market or fixed income related returns. We will help you understand each one and choose the best for you.

•Can I purchase this plan directly from Capital for Life?
No, Capital for Life only collaborates through advisory firms. They provide guidance on how to implement these plans to benefit you and your family’s future generations.
•Whom should I contact to modify my investment, withdraw the plan, or claim the policy?
You can get in touch with us. After establishing your initial strategy, we conduct annual reviews to keep you informed about the progress of your investment. We also assess your income requirements and advise on estate planning to ensure the efficient transfer of your wealth to your heirs.

Still have some questions?

If you cannot find the answer to your question, you can always get in touch with me through the contact form below.

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