Your private consultation with Capital for Life
A free 30-minute session with one of our U(HNW) Specialists on the team. We review your planning objectives, jurisdiction, and existing structures — then show you exactly where an IUL or PPLI wrapper fits.
We don't run an automated booking system. When you reach out, you'll hear back from a member of our team directly — so we can understand your situation before we speak. Drop us an email and we'll come back to you, typically within one business day, to arrange a time that works.
The more context you share, the more specific we can be. None of this is required — but it helps.
- Your current structuresExisting life policies, trusts, or holding companies — even if dormant.
- Residency and tax profileCountry of tax residency, any cross-border exposures, and home jurisdiction.
- Planning objectivesProtection, liquidity, estate planning, wealth transfer — or all of the above.
- Approximate asset valuesA ballpark figure is fine — we are scoping structure, not precise numbers.
- Premium budget or time horizonSingle premium, annual commitment, or premium finance consideration.
- Existing adviser relationshipsTax adviser, trustee, private banker, or family office — we work alongside them.
What happens in your 30 minutes
No pitch. No pressure. A structured conversation designed to give you a clear picture of whether — and how — an international life insurance structure fits your planning.
We listen
You share your planning objectives, existing structures, and cross-border situation. We ask questions. There is no script and no sales pitch.
We structure
We explain the IUL or PPLI design most likely to suit your situation — the carrier, the fund mix, the premium approach, and the planning architecture it slots into.
We propose
If there is a clear fit, we prepare a bespoke illustration and summary within five working days. No obligation. You decide whether to proceed.