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Zurich Middle East unveils regular savings plan in UAE

By Robbie Lawther, 24 Mar 21

It is aimed at investors ‘seeking guidance’ from financial advisers

Insurance giant Zurich Middle East has rolled out a regular savings plan (RSP), a structured solution that helps customers achieve their life goals.

It will be aimed at those “seeking guidance from dedicated independent financial advisers” and will “help customers in the UAE to plan more easily and strategically for future milestones”.

The RSP serves as a goal-based life plan. After the savings term is completed, the money remains invested in funds that are guided by a financial professional who provides fund options.

The plan can be monitored online to keep track of its performance and, upon completion of the savings term, customers can make regular, partial, or full withdrawals, without any additional charges.

It also includes a death benefit, a payment on death to the chosen beneficiary of at least the policy value at the time of the claim, and free medical second opinion service.

Tags: UAE | Zurich

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.