Portability of a policy from France to Portugal
24.03.2022
Case Study: pledging a policy and the leverage effect
Reading time: 5 min
Using your life insurance policy as collateral for a loan allows you to develop your wealth. Find out how with this case study.
Do you wish to have more information?
Contact us
The contents of this theme
08.03.2022
Reading time: 5 mn
Assignments of debt and pledges
What are the differences and similarities between an assignment of debt and a pledge of a life insurance policy?
30.09.2021
Reading time: 5 mn
Pledges on life insurance policies: a game worth betting on
The new role of banks in Italy in the case of pledge of a life insurance policy.
18.02.2020
Reading time: < 5 min
What roles do the accepting beneficiary and the irrevocable beneficiary have when there is a guarantee on the policy?
The role of the beneficiary in securing the life insurance contract.
17.02.2020
Reading time: < 5 min
How works the pledging a life insurance contract in the context of operations on the contract
Pledge: operation in case of partial surrender.
16.02.2020
Reading time: 12 min
Pledging a life insurance contract : how and why ?
Why pledging a life insurance contract ?
15.02.2020
Reading time: < 7 min
Pledges of insurance policies
Pledging possibilities of the life insurance contract according to the country of residence.
14.02.2020
Reading time: 5 min
Case Study: pledging a policy and the leverage effect
How to develop your assets by giving your contract as a guarantee.
Using a life insurance contract as collateral allows you to obtain a loan to develop your estate.
It is possible to take out a Luxembourg life insurance policy and then pledge it to obtain a property loan. This operation allows to achieve a leverage effect and invest the sums thus obtained in a real estate purchase while continuing to capitalise on the capital gains of the life insurance policy.