SUMMARY OF INSURANCE PORTFOLIOS

What does your financial future look like?

On your request, Polinvest obtains a comprehensive analysis and summary of your existing insurance portfolio. Our providers use specific computations combined with their knowledge and experience as registered financial advisers in compiling such an analysis and report. For you, this means an independent and unbiased opinion from our professional providers. This will give you a proper overview of the strengths and weaknesses, if any, that make up your financial future and specifically your return on your investments.
Using this information as your basis, you can now make informed decisions in terms of the following:

Restructuring your portfolio to reduce debt and/or free up cash flow

Trading of your investments or policies

Restricted policies and investments — loan versus selling comparisons

Adjusting or increasing your investments and risk protection for added peace of mind.

Portfolio summaries will only be dispatched on completion and only after receiving your written request for portfolio evaluation.

See an article by Raymond Byrne, CEO of the Association of Professional Financial Planners (Luasa):
Reviewing Life Assurance Policies (Source: ITInews — Insurance Times and Investments Online)

See an example of a restructured insurance portfolio to see how restructuring your portfolio can benefit you.