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The new face of wealth: Liquidity, legacy and living well
Description
In order to navigate complex wealth, Indexed Universal Life (IUL) products could empower high-net-worth families. Discover insights on legacy, philanthropy, and future-proofing your wealth in an ever-evolving landscape as Howie Lim speaks to Christopher Albrecht, CEO of Sun Life Singapore for insights.
This episode is produced in collaboration with Sun Life.
Highlights:
00:55 Understanding Indexed Universal Life (IUL) products
02:16 Complex legacy planning and wealth transfer needs
06:30 Peace of mind and flexibility in business succession plans
07:38 IUL solutions and their impact on liquidity and tax burdens
10:42 Evolution of IUL products and future trends in wealth planning
12:47 Unify its HNW business for competitive advantage
More about:
SunBrilliance Indexed Universal Life II
Important information:
The contents of this interview are derived from various sources obtained electronically, for convenience and information purposes only. It is not catered for any particular person or entity, may not represent the views of the general market or industry, and do not constitute financial, legal, tax or other advice. While Sun Life believes that the contents of this interview are true and correct as at the time it is broadcast, Sun Life has no obligation to update you of any contents of this interview which may subsequently change, and Sun Life is not responsible for any loss or detriment that results from a sole reliance on the contents of this interview. This interview is not meant to be, and does not amount to, any solicitation or promotion of any investment or products or services, or any advice to purchase any insurance product. Before entering into any investment, buying an insurance policy or other financial product, or availing any services, you should take independent legal, tax, financial or other advice as you may deem fit, at your own costs and considering your own circumstances.
As relevant restrictions, eligibility criteria, and other terms and conditions, may apply, please ensure that you read carefully, and understand, the policy documents, before purchasing an insurance policy. While Sun Life issues insurance products, it is the distributors that market our insurance products that have the sole responsibility to acquaint themselves with the relevant laws, regulations and other requirements, as applicable, and to advise clients accordingly. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable (if any) may be less than the total premiums paid. The contents of this interview are for general information only and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. You should seek advice from a financial adviser regarding the suitability of the policy before making a commitment to purchase. In the event that you choose not to do so, you should consider whether the product in question is suitable for you. This interview is not a contract of insurance. Please refer to the policy contract for the exact terms and conditions, specific details and exclusions. The policies mentioned in this interview are protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance A