capital for life | life insurance review fact find 2016
TRANSCRIPT
Offi ce 404, Building B, Al Saaha Offi ces,Souk Al Bahar, Old Town Island,Burj Khalifa District, Dubai, UAE
United Arab Emirates: +971 (0) 527 726 262United Kingdom: +44 (0) 7545 830 623
Life Insurance Review Fact Find for Trustees
Capital for Life
General information on Lives Insured
Specifi c information for each Life Insurance Policy
Capital for LifeLife Insurance Review Fact Findfor Trustees
Insured name: Date of Birth:
Insured name (if Joint Life Policy): Date of Birth:
Purpose of Insurance:
Type of Policy:
Name of Policy: Policy No:
Insurance Company: Type of Policy: Term / WL / UL / VUL / 2nd to Die
Date Policy Issued: Company Financial Ratings then: Financial Ratings today:
Policy owner: Insured / Spouse / Trust / Company / Children / Other:
Insured’s underwriting class at issue: Expected underwriting class today:
Policy Death Benefi t: Policy Premium:
Multi-pay Premium Period:
Policy Crediting Rate on Issue Date: Policy Crediting Rate History and Rate Today:
Policy Riders and Unique Features:
Do any riders terminate before death? When and how?
Is policy convertible / exchangeable to any other policies? Which ones:
Date of Last Inforce Illustration:
Policy’s Current Loan Balance: Current Surrender Amount:
Is their Premium Finance on Policies? If so, what is the Loan to current cash surrender value?
Loan Interest Rate: Loan Term:
1/3
I. Projection from Original Illustration for Current Policy Year
II. Values Today from Current Inforce Illustrate at Current Crediting Rate
Capital for LifeLife Insurance Review Fact Findfor Trustees
Policy performance over time
Policy Identifi cation: Policy: Insurer: Type:
Year Death Benefi tAnnual
PremiumCash Surrender
ValueSurrender
Charge Total PremiumsCompany
Ratings
Today
+5 Years
+10 Years
Year Death Benefi tAnnual
PremiumCash Surrender
ValueSurrender
Charge Total PremiumsCompany
Ratings
Today
+5 Years
+10 Years
2/3
Capital for LifeLife Insurance Review Fact Findfor Trustees
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We understand the international Trustee market and the importance of having good partners to work with in specialist areas such as life insurance. We are a team of independent professionals who off er and fi nance life insurance policies for clients worldwide. Collectively, we have over 150 years of experience that stretches from insurance and banking to trusts and off shore companies.
If you have any questions, or would like to learn more about how you can work with one of the world’s leading independent insurance and fi nance brokers, please get in touch.
Email: [email protected]: +971 (0) 527 726 262 +44 (0) 7545 830 623Social: Linkedin | Twitter Website: www.capitalforlife.com
Address: Offi ce 430, Building B, Al Saaha Offi ces,Souk Al Bahar, Old Town Island, Burj Khalifa District, Dubai, United Arab Emirates.
From our headquarters in Dubai in the Middle East, Capital For Life provides global reach of life insurance services to Trustees and their clients.
Capital for Life
Offi ce 404, Building B, Al Saaha Offi ces,Souk Al Bahar, Old Town Island,Burj Khalifa District, Dubai, UAE
United Arab Emirates: +971 (0) 527 726 262United Kingdom: +44 (0) 7545 830 623