Investment Management
Many of the life insurance and annuity products offered by IGI feature a unique benefit: the ability to build a comprehensive investment portfolio “inside” the insurance or annuity contract. By placing your investment portfolio inside an insurance “wrapper,” most income and capital gains earned on your investment portfolio are free of U.S. income tax, and the death benefit paid on life insurance is free of income tax as well. By eliminating taxes on the earnings of your investment portfolio, the value of your portfolio may grow substantially faster than would be the case in a taxable environment.

IGI has teamed up with a number of leading global financial institutions, including Capital Security Bank Limited of the Cook Islands, to provide investment management services that complement the value of your life insurance or annuity contract. Our investment management specialists provide personalized customer service that is attentive to the unique needs of insurance and annuity clients. By partnering with select offshore financial institutions, you can be assured that your investment portfolio is maintained in an asset-protective jurisdiction to serve your family’s wealth management needs for years to come.