Our Range
Savings solutions
Overview
Optimum Vie makes several solutions available for saving, whether for an investment project or existing wealth.
Life insurance is known for its special taxation in case of life and death. It allows you to use the savings based on your needs but also to transfer it in case of death under the right conditions of the designated beneficiaries.
The endowment policy has a different but complementary alternative for estate planning.
More information?
OPTIMUM
Privilege Investments
- A multi-fund insurance product combining unit-linked funds and euro funds.
- Flexible payments: one time, independent or planned; self-directed or managed investing.
- A medium- and long-term savings solutions to build and/or grow wealth.
- Funds can be transferred in case of death under favourable life insurance tax conditions.
OPTIMUM
Privilege Endowment
- A multi-fund endowment policy in unit-linked and euro funds.
- Flexible payments: one time, independent or planned; self-directed or managed investing.
- An alternative for estate planning as a complement to life insurance, offering multiple possibilities for wealth transfer.
OPTIMUM
Goals
OPTIMUM
Privilege Goals
- Multi-fund unit-linked life insurance policies with planned and independent payments.
- Integrated death coverage that protects beneficiaries in the event of the premature death of the insured.
- Policies that allow the insured to build up savings at their own pace for long-term projects.