Insurance For Gains flexi
Investment life insurance is ideal if you want to invest your funds and concurrently be secured against unfavourable circumstances. Investment life insurance is similar to capital life insurance, but the saving insurance part is invested into certain mutual fund opted by you or into investment strategy.
What are the benefits of unit linked insurance?
- Amount of insurance protection is defined according to your needs
- Premiums can be deposited continuously (monthly, quarterly, biannually or annually) and thus gradually appreciate the deposited investments
- Options of extraordinary deposits that can be performed at any time during the insurance
- According to your assessment you can transfer your share units from one fund to another, you can change allocation ratio it means ratio you invest into particular funds
At this type of life insurance you decide into which mutual fund or investment strategy your deposited funds should be invested. Select from wide range of safe and professionally managed mutual funds and strategies of VUBAM or Generali Investments SICAV companies.
You can set your individual investment strategy from particular funds including as many as six funds.
GaranT Strategy
This exceptional strategy connects advantages of investment life insurance with 100% protection of your invested funds. Furthermore it guarantees fixation of the highest fund value during the insurance.
When is the insurance tax-deductible?
- If the insurance policy is concluded for at least 10 years
- If the insurance policy is concluded until the year, when the client turns at least 55 years of age,
- If the person insured is the policyholder at the same time (person paying the premium).
What is the tax-deductibility based on?
The insurance premium of up to EUR 398,33 paid for the insurance policy may be deducted from the tax base in the taxation period.
