To provide a complete financial planning that gives clients the knowledge and tailored advice to enable them to feel confident about their futures. Through friendly personal service, continuous innovation, and holistic financial planning, we aim to change the way financial services are provided in Trinidad & Tobago by educating the public and making a positive difference in our clients’ lives.
With US Life Insurance you can now leave a legacy for your loved ones in US Dollars. Not only does this fortify the value of your estate by having a foreign currency component but it also gives your loved ones far more global opportunities for generational wealth than traditional TT Dollar lump sums.
The US Life Insurance also includes a savings component that can be accessed during our lifetime and offers 3.50%. All premiums and deposits to the savings can be made via credit card thus removing the need for US Dollars to be able to afford an insurance and savings in US Dollars.
This plan is also ideal for children's education planning if you're considering study outside of Trinidad. It's also a fantastic plan to build capital in US Dollars to make investments in US at a later date. The savings component is also ideal for accessing in retirement years.
Fortify your portfolio and get a quote today!