Life insurance and wealth management
When addressing your wealth management goals, life insurance can be a valuable part of your investment portfolio as certain benefits can be structured tax-efficiently. Working closely with our Trusts & Estates and Lending teams, we can help you set up your life insurance policy to ensure it works in harmony with the rest of your portfolio.
Talk to your J.P. Morgan Team about how life insurance can fit into your wealth and estate plan.
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Types of life insurance
Term life insurance
Provides temporary protection for a specific duration
1, 5, 10 year terms
Permanent life insurance
Provides permanent coverage for your entire life
Types of permanent life insurance
- Whole life insurance: Living and death benefits from your policy’s cash value
- Universal life insurance: Accumulates cash value you can access during your lifetime
- Linked benefit life insurance: Enhanced benefit options to pay for long-term care expenses without jeopardizing your legacy