Fidelity Insurance Company
Fidelity provides cost- effective insurance structures and strategies for successful individuals and business professionals who seek to enhance tax efficiency, asset protection and estate preservation.
For more than a hundred years, insurance structures have provided unique opportunities for successful companies and individuals to reduce taxes, in some circumstances, through tax-free investment growth, tax-free policy loans and income tax-free death benefits. As an international insurance company, Fidelity is able to offer lower costs and greater investment flexibility than many U.S. domestic carriers.
Since U.S. taxpayers have the unique responsibility of reporting and paying taxes on worldwide income, they can benefit substantially from the advantages offered through international insurance strategies. While many international insurance companies are willing to offer their products to U.S. taxpayers, not all are willing to comply with the Internal Revenue Code and US Treasury requirements, thereby putting the U.S. taxpayer at risk. For that reason, Fidelity was formed to cater to the needs of successful U.S. taxpayers, seeking to hold substantial assets in U.S. compliant insurance structures, offering tax reduction, asset protection and flexibility through a wide range of investment options.
Fidelity uses only the strongest and highest rated reinsurance companies in the world, to back its life insurance policies. This provides the strength, stability and peace of mind sophisticated investors demand when considering the preservation and growth of their wealth.