Liquidity is king and protection needs to be maximized during these volatile times. So, in this issue of Vision, PCS by Mercer Chief Product Officer, Patrick Jiang, explains how both can be achieved. He outlines how the strategy of Bottom Fishing alongside the new wave of index-linked life insurance and savings plans can help clients safeguard immediate cash flow and future liquidity. We also look at three case studies that illustrate the flexibility of protection solutions, which are ever evolving to cater for the changing needs of high net worth individuals.
Protecting your wealth and for your descendants can be a complex process. In unpredictable times, it is more important than ever to ensure your legacy.
When your wealth is secure, you can enjoy your retirement life. You can also be confident your estate will pass to your heirs according to your wishes.
High net worth clients are increasingly choosing to incept policies remotely irrespective of whether they are impeded by COVID-related travel restrictions.