Investments

Single Premium

Our Single Premium plan is a unit-linked, single premium. You only deposit a one time premium and watch your money grow.

  • Minimum premium of $2,500-$5,000,000.00 USD
  • Unit allocation up to $100,000.00 is at a rate of 96%
  • There is no surrender charge
  • Death benefits is 101%

Savings

Ensure your savings are protected and you have a savings plan that suits your needs.

Maximum Investments Plan

With this unit-linked endowment savings plan, it is expected you will receive a projected growth of 5%-8%. Deposits can be made on a monthly, quarterly, semi-annual or annual basis.

  • Minimum premium of $200.00 USD
  • Unit allocation is at a rate of 97%
  • Terms available from 10-50 years

Education

Pursuing higher education is a must for any child. Ensure your child has the financial means to further their education with an education insurance policy.

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josh@jsbernard.com

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