Deferred Variable Annuity
The product is designed to meet the requirements of Sections 72 and 817 of the United States Internal Revenue Code 1986 and is suitable for US citizens.
Key Benefits
- Tax efficient growth with no tax levied in the Isle of Man on any assets of the policy.
- Designed to meet the requirements of Sections 72 and 817(h) of the United States Internal Revenue Code 1986.
- Flexible range of annuity options available.
- Virtually any asset class can be held including cash, equities, bonds, mutual funds, hedge funds, and in certain circumstances, private company shares.
Who is it for?
US citizens seeking a tax deferral mechanism with international investment opportunities.
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