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Account Management
lukewakers
Account Management

http://www.crownglobalinsurance.com/account-management/


We provide a platform of professionally managed investment options primarily utilising an Insurance Dedicated Funds "IDF" platform. We do have the capability to provide more specific investment strategies offered through our key banking relationships around the world.

Each client account is invested in an insurance dedicated fund or managed account directed by a third party manager selected by the client. Crown does not manage any fund or account. Fund investments and managers may be changed by a client at agreed intervals, subject only to restrictions imposed by investor control rules under the Internal Revenue Code and Regulations.

Suitability

Each proposed policyholder needs to determine for themselves whether a particular investment option is suitable in light of their individual situation. The Insurer and its affiliates make no recommendations, and provide no advice, as to the selection of investment options or the allocation of assets among subaccounts.

Asset Protection

There are also certain non-tax advantages that can be derived through ownership of investments through an insurance/annuity vehicle. Many individuals have sought to secure greater protection for their assets through establishing off-shore, asset protection trusts. While the law varies from state to state, in most domestic jurisdictions, assets owned in a variable life insurance or annuity contract are not subject to claims of creditors. Non-US insurance carriers also protect policyholders from creditor actions.


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http://www.crownglobalinsurance.com/home.php

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