The US$6 Trillion Wealth Transfer is here. Are you ready? High-net-worth families are adding Indexed Universal Life (IUL) insurance to their toolkit. Discover how this tool fits into multi-generational wealth planning, what separates a good policy from a bad one, and the risks of policies lapsing.

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.

Highlights of the podcast:

02:14 UL vs. IUL

03:45 The trillion dollar wealth transfer

12:46 What sets one IUL plan apart

14:29 Risk & reward

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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Genevieve Cua (gen@sph.com.sg)

With Carlton Crabbe, CEO, Capital for Life

Edited by: Howie Lim & Claressa Monteiro

Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

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High-net-worth insurance as a multi-generational wealth planning tool

BT Correspondents

High-net-worth insurance as a multi-generational wealth planning tool