Retirement Plans
Retirement plan
A retirement plan is also known as a pension plan, it helps the insured to build up a body for retirement. Pension plans typically offer annual or lump sum payments when the insured turns 60. This plan provides benefits if the insured survives the contract period and death benefits if the insured dies.
Note - If the insured dies while the insurance policy is valid, the insurance company will pay the insured’s agent the prescribed amount.
The benefits of post-retirement planning are:
Generating a corpus- Helps the insured create a corpus for the retirement.
Financial Independence- It provides the coveted financial independence of 4,444 policyholders.
Long-term savings- It’s a great tool for long-term savings.
Full Autonomy- helps you reach your retirement goals.
Death Benefits- It provides death benefits equal to either the value of the fund or 105 percent of the premiums paid.
Vested interests- This plan provides the value of the fund as a payment that can be used for purchases.
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Working with Investment Smart has been a great experience. An exceptional group of people who are well versed in all legal, accounting, and compliance aspects of fund administration for onshore or offshore funds. I highly recommend them.
Emily WilsonTop Manager
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These guys are efficient! From the first moment that I dealt with Investment Smart I knew that they were real pros. They are asking the right questions, and when getting the answers they are on ball non-stop, providing an excellent service!
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It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investment Smart is a team of real professionals who showed their hard work, patience, and professionalism, and they far exceeded my expectations.
Jack McGeeFounder, The Therapy
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It has been a pleasure to work with Investment Smart and their team of investment experts. They offered me a quick and easy solution to my business investment strategy that will surely help me in handling my future spendings. I’m glad to cooperate with this qualified team.
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