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Jumbo Insurance

 

After working hard to become the success that they are today, it is only natural for a High Net Worth Individual (HNWI) to want to ensure that they pass on the fruits of their achievements to their family.
Jumbo Insurance (Legacy Planning Insurance) can help to achieve this and provide the HNWI with the peace of mind that:
  • the HNWI's family and future generations benefit from a huge cash sum
  • the wealth can be distributed equitably amongst the chosen beneficiaries
  • estate taxes can be paid without liquidating the family business, or selling off properties or other valuable assets
  • the family are protected from any existing business liabilities
  • business assets do not need to be depleted during succession
  • a legacy can be left to continue charitable activities
Jumbo Insurance requires specialist knowledge and expertise. CP experienced have developed complete solutions that can be individually tailored for HNWI clients.
Working with leading insurance companies and banks, the key features of the CP Jumbo Insurance solutions include:
  • the HNWI's existing portfolio of assets may be used to fund the policy premiums. The assets may remain with the existing asset manager but become part of the Jumbo Insurance policy's investment account
  • CP can arrange bank financing for a major part of the Jumbo Insurance policy premium, if required
  • the policy has a transparent fee structure
  • the policy has no early encashment charges
Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. for further details of the CP Jumbo Insurance services.

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