Case Study: pledging a policy and the leverage effect
Reading time: 5 min
Using your life insurance policy as collateral for a loan allows you to develop your wealth. Find out how with this case study.
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The contents of this theme
Reading time: 5 mn
Assignments of debt and pledges
What are the differences and similarities between an assignment of debt and a pledge of a life insurance policy?
Reading time: 5 mn
Pledges on life insurance policies: a game worth betting on
The new role of banks in Italy in the case of pledge of a life insurance policy.
Reading time: < 5 min
What roles do the accepting beneficiary and the irrevocable beneficiary have when there is a guarantee on the policy?
The role of the beneficiary in securing the life insurance contract.
Reading time: < 5 min
How works the pledging a life insurance contract in the context of operations on the contract
Pledge: operation in case of partial surrender.
Reading time: 12 min
Pledging a life insurance contract : how and why ?
Why pledging a life insurance contract ?
Reading time: < 7 min
Pledges of insurance policies
Pledging possibilities of the life insurance contract according to the country of residence.
Reading time: 5 min
Case Study: pledging a policy and the leverage effect
How to develop your assets by giving your contract as a guarantee.
Using a life insurance contract as collateral allows you to obtain a loan to develop your estate.
It is possible to take out a Luxembourg life insurance policy and then pledge it to obtain a property loan. This operation allows to achieve a leverage effect and invest the sums thus obtained in a real estate purchase while continuing to capitalise on the capital gains of the life insurance policy.