MANAGE YOUR HERITAGE BASED ON YOUR FAMILY RELATIONS

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Each decision to sell through a life annuity, deferred payment, or bare ownership stems from personal life choices and specific wealth management goals.

Because every situation is unique, there are solutions tailored to your expectations.

YOU HAVE CHOSEN THE GOAL:
MANAGE YOUR HERITAGE BASED ON YOUR FAMILY RELATIONS

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In some situations, it may be desirable to direct the transfer of wealth differently or to limit the inheritance share of certain heirs.

A life annuity is an effective solution for converting your property into capital and income while retaining control over your wealth.

By selling your property through a life annuity, you receive an initial lump sum as well as monthly annuities that automatically stop upon your death. This approach allows you to fully benefit from the resources generated by your property during your lifetime, without it being automatically passed on to your heirs.

Good to know:

In this case, it is often recommended to prioritize a higher annuity compared to the initial lump sum in order to optimize your long-term income.

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LIFE ANNUITY WITH OR WITHOUT OCCUPATION: A SOLUTION TAILORED TO YOUR GOAL

You benefit from guaranteed income while using your property as you wish.
You retain full control over the transfer of your property.