Amphora
Financial group
An introduction to Amphora Life
Truly customized insurance-based Wealth
Planning solutions
Content
About Amphora Life
Wealth planning with us
Our Solutions
How we add value
Our Partnerships
Our People
About
Amphora Life
Amphora Life Insurance Company Ltd (Amphora Life) is part of Amphora Financial Group, an independent, innovative and reliable financial group offering solutions of life Insurance, captive insurance, trust administration and company management services to multinationals and High- Net Worth families around the globe since 2006. Amphora Life is licensed and regulated in Barbados by the Financial Services Commission as a life insurance company. The home offices of Amphora Life are located in Barbados.
Wealth planning
with us
“Planning is bringing the future into the present
so that you can do something about it now”
Wealth planning is the process of structuring the client´s wealth with a view to preserving it, building it, and transferring it to the loved ones. Wealth planning combines wealth protection, investments and business succession planning using the most secure and appropriate tax mitigation strategies where this aligns to the clients´ goals.
At Amphora Life our philosophy is simple – we start with understanding the client´s and their advisors’ circumstances and objectives. The clients and the advisors are at the center of everything we do. We want them to feel understood so we work very hard at listening.
Working closely with our clients and their legal, tax, accounting and investment experts, we analyze each situation in depth and detail which ensure that each solution is tailored to comply with the laws of the country of residence of our clients, with a view of taking advantage to the fullest extent possible of the asset protection, wealth preservation, estate and tax planning and other advantages afforded to our solutions.
Our experience, knowledge and capable team is key when it comes to facilitating and allowing to achieve the expected results in an insurance- based wealth planning structure.
Our
Solutions
Amphora Life customized insurance-based wealth planning solutions derive from the use of the Private Placement Life Insurance (PPLI) in its different types, as a perfect mechanism to protect, preserve, and growth the wealth of the policyholders.
The PPLI has being consolidating as one of the most reliable, preferred, solid and safe wealth planning tools.
A well-designed PPLI provides solutions for (i) Asset protection; (ii) Estate and Succession Planning; (iii) Financial Planning; (iv) Tax efficiency; (v) Security and (vi) Preservation of wealth.
Barbados, as a preferred jurisdiction for the Insurance Business, facilitates the use of the PPLI for non-Barbados residents so that they can enjoy the benefits of a life insurance under a favorable tax-compliant regime.
Our portfolio of solutions include the following types of Life Insurance:
- Variable Universal Life Insurance
- Deferred Variable Universal Life Insurance
- Frozen Cash Value Universal Life Insurance
- Zero Cash Value Universal Life Insurance
How we add
Value
- At Amphora Life we are convinced that being a client-oriented company allow us to work in the same direction with our policyholders and their advisors so that their objectives of the wealth planning structures with us are achieved.
- Our PPLI solutions can be tailored to each specific situation so that we can be in capacity to provide assistance to any type of client regardless of the size, jurisdiction, type of assets, etc.
- To us, there is no such thing as a small client or an insignificant relationship. We appreciate and value every relationship.
- Our knowledge and experience allow us to get involved as Carriers in complex wealth planning structures while understanding the needs of the policyholders and advisors.
- Our solutions are also designed to be full compliant and optimal for tax planning even for clients residing in complex-tax jurisdictions such as the USA and Canada.
- As we are independent our Policyholders are free to choose asset manager and financial advisors with whom they have pre-existing relationships. As a result, Amphora policies are “white label” policies and afford ultimate flexibility to their holders.
- We always seek to make our onboarding processes as simple as possible without neglecting the rigorous internal processes of Compliance and Know Your Client.
- At Amphora Life, we operate in a lean and efficient manner with low overhead in a favorable tax environment. We are therefore able to offer attractive insurance rates and competitive expense charges to our customers, thereby allowing them to retain the benefits provided by life insurance vehicles, and making the PPLI an affordable solution.
Life insurance is a robust and proven solution to assist in wealth and estate planning, enabling clients to pass on their wealth in a controlled manner.
Our
Partnerships
We in Amphora Life partner with all players in the Ecosystem surrounding the Wealth Planning Industry – banks, lawyers, financial advisors, trust companies, family offices, asset managers, etc – who rely on us when needing a reliable, capable and reputable life insurance company that can act as Carrier in any type of situation.
We work with trusted wealth planning advisors who share our ambition to create tailored, innovative, compliant and efficient life insurance products for every type of client.
Our goal is to continue growing hand-to-hand with our existing partners while increasing our network of new partners. To achieve this, we are constantly adding value, being proactive, generating trust, and innovating in insurance- based wealth planning solutions for the benefit of our client´s.
Our
People
At Amphora Life we have the best team of people and professionals. Our client-oriented team is formed by specialist in different areas and has deep technical knowledge in insurance, law, accounting, wealth planning, financial planning, business, trust, etc.
We’re an experienced professional team united in our mission to deliver an excellent service with outstanding results.
Our board is composed of individuals with in-depth knowledge and experience as well as stellar reputation in their respective fields.