For a secure investment horizon
ProtectInvest Life Insurance, from Groupama with insurance agent DSK Bank, combines the coverage of life insurance with the possibility of investing the amount in an investment fund with coverage of international financial markets. It is suitable for clients with an investment horizon of between 5 and 25 years, who are thinking about both their own savings and the possibility of providing financial security to their heirs.
How to get the insurance:
1.
Visit our office that is most convenient for you
2.
You will receive professional advice about your investment on site
3.
You can also turn to your private banker
Advantages
- You have access to your money through full or partial redemptions, and after the fifth year—without fees;
- Access for individuals to international funds, including exclusively in Bulgaria to Amundi SP 500;
- You provide security for your loved ones in the event of loss of life;
- You can allocate your funds to one or a combination of the three funds;
- You change the structure of your investment by transferring funds between funds;
- You decide how much to invest and for how long (from 5 to 25 years).
What you get:
- Access to international financial markets through Amundi, Europe's largest asset management company in terms of assets under management, managing over €1.7 trillion in assets through six investment centers;
- Life insurance covering death as a result of illness or accident and survival at the end of the contract;
- Investment section, providing the opportunity to invest in one or more funds of your choice AMUNDI INDEX J.P. MORGAN EMU GOVIES IG с ISIN LU1050470373, AMUNDI S&P 500 ESG с ISIN LU0996179007 and AMUNDI INDEX MSCI EMERGING MARKETS с ISIN LU0996177134;
- Freedom to change the structure of the investment in funds other than those initially selected;
- Upon occurrence of the "Survival" risk, the beneficiaries will receive the insurance amount (the net value of the assets under the contract);
- In the event of covered risk of death from illness or accident, beneficiaries will receive no less than the amount of the net premium paid by the insurer (minus any surrenders, if any);
- Option for full or partial redemption at any time during the term of the contract (after the expiration of the 30-day withdrawal period).