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What is Life Insurance Trust?

Ensure that the proceeds from your individual or multiple life insurance policies are distributed to the proper beneficiaries in the manner that you want them to be released.

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Key Benefits

Discretionary fund management
Discretionary fund management
Professional fund managers manage liquidity or investment objectives
Liquidity Management
Liquidity Management
Access to a wide range of short term investments with higher yields
Create your own Portfolio
Create your own Portfolio
Create your own portfolio based on your risk appetite
Global Assets
Global Assets
Access a wide range of global securities
HOW TO GET STARTED
Interested in 
Life Insurance Trust?
Fill out the form to explore a life insurance-based legacy trust and help protect your wealth for future generations. You may call or contact us at Metrobank_Trust@metrobank.com.ph or (02) 8857-5223
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QUESTIONS
Frequently Asked Questions
What is a life insurance-based legacy trust?
A life insurance-based legacy trust is a wealth planning solution that uses life insurance to preserve, protect, and transfer assets to beneficiaries. It ensures that proceeds are managed and distributed according to your wishes.
How can a life insurance-based legacy trust help you?
This product helps you plan for the future by providing liquidity, protecting your estate, and ensuring a smooth transfer of wealth. It can help cover estate costs and support your beneficiaries when they need it most.
What are the key benefits of a life insurance trust?
Key benefits include structured wealth transfer, potential estate tax efficiency, asset protection, and peace of mind knowing your legacy will be managed in line with your long-term plans.
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