WHAT WE DO WHAT WE DO

THE NATURE OF LIFE HAS A FRAGILE PERIMETER

Even if we would like this fact to be fiction, such is life. A visionary person fully understands this reality and looks for ways of reducing any risk that might threaten their dreams.

 

 

 

 

YOU ARE AT THE CENTER OF THE CIRCLE

 

 

 

 

EXPANDING THE CIRCLE

MEDICAL INSURANCE

+

«More than 50% of bankruptcy is generated by illness and health problems.»

Harvard University. Journal of Health Affairs.

International medical insurance is the first step for a good and responsible asset strategy. 80% of life-saving treatments in case of critical illness or serious accidents are so expensive, their assets suffer significant erosion or disappear.

We work together with the most important and internationally renowned insurance companies that give access through their coverage to the best places and treatments in the world, so that the possibilities of getting better are remarkably high.

 

LIFE INSURANCE

+

«16% of people face premature death before they are 65 years old.»

Harvard University. Journal of Health Affairs.

A life insurance covers a lot of aspects of the wealth management integral strategy and its end goal that is the succession to the next generation.

Types of life insurance offered by the firm: Life insurance for family income protection, Insurance for partners, Key person insurance, Asset protection insurance, Investment portfolio protection insurance.

 

DISABILITY INSURANCE

+

«43% of all people of all 40-year-olds will suffer long term disability before reaching 65 years of age. The amount of disabled independent workers in the American continent has risen in 35% since the year 2000.»

Harvard University. Journal of Health Affairs.

Income protection against disability. All people without active assets (companies, investments, etc.) that generate a constant monthly income need a disability insurance that guarantees that flow, so that the strategy for asset management continues its original course. 

INVESTMENT FOR EDUCATION, SAVINGS AND RETIREMENT

+

«85% of people live to 65 years of age. However, the current economic reality dictates that only 5 out of 100 people will have a retirement that will allow them to live independently.»

Harvard University. Journal of Health Affairs.

We have a very wide range of regular monthly contribution plans and one-time contributions designed to satisfy any objective our client wants to reach.

What we do today with our money and efforts will determine tomorrow’s quality of life.

 

INVESTMENT PORTFOLIOS

+

 Perfect Circle doesn’t only provide access to the most important and state-of-the-art stock instruments for the sophisticated individual or corporate client that wants to invest directly through cutting edge technology; it also gives access to already designed top-of-the-line portfolios for clients that wish for an architecture and follow-up service according to their financial objectives and risk profile.

en_USEN
Let's Chat!