Wealthbuilder Plan

Wealthbuilder Plan

Policy Numbers C0000000A to C1399999Z

Wealthbuilder Plan was originally sold by Clerical Medical Investment Group Limited Isle of Man Regional Office. It was an offshore regular and/or single premium, fixed term policy, with the following optional benefits: 

 

• Life cover
• Double accidental death benefit
• Critical illness
• Waiver of premium

 

The product was for a fixed term from 5-40 years, at the end of which the endowment contract matured and could either be reinvested in a new contract or taken as a lump sum. 

 

Wealthbuilder Plan is no longer open to new investors, but we continue to manage policies for existing customers.