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EDUPLAN

In the 21st century, knowledge has become the most important asset. Well educated, tech-savvy workers get the highest salaries and have the lowest unemployment rates.

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In the 21st century, knowledge has become the most important asset. Well educated, tech-savvy workers get the highest salaries and have the lowest unemployment rates.

With Eduplan, you are guaranteed a fixed amount every semester to cover the costs of a college education. This guaranteed plan is aimed at covering university or post-graduate expenses for your children or yourself.

Eduplan is designed to face the educational challenges of the new millennium. In the knowledge-based economy of the 21st Century, talent is an invaluable commodity. Competitiveness demands greater specialization and skill management. Success goes hand-in-hand with conscientious planning to face today’s educational challenges.

Intended for:

  • University students and professionals wishing to enroll in post-graduate degrees.
  • Parents and grandparents wishing to create an education fund for their children or grandchildren.
  • Individuals who do not want to be exposed to fluctuations in capital markets, given their low risk tolerance.*

* Risk tolerance: In financial terms, risk tolerance refers to an individual’s or institution’s exposure capacity to market volatility. This tolerance has to do with the investor’s age, financial capacity, and knowledge of investment instruments, among other factors.

Description
  • Guaranteed Plan for your children’s future education, provided by StateTrust Life & Annuities.
Benefits
  • Beneficiaries receive benefits in case of death of policyholder.
  • Beneficiaries may be individuals, a trust or corporation.
  • Protection against devaluation of currencies other than U.S. Dollars.
  • Trust and solid performance of StateTrust Group.
  • Guarantees an amount per semester to cover college education costs, regardless of interest rates and/or market volatility.
  • Ability to change plan goals, based on customer’s requirements.
Age Limits
  • Plan available for individuals up to 65 years old.
Premiums
  • Flexible premiums within scope defined by contract — Min. Premium: $1.200 USD.
  • Additional Contributions at any point during the life of the policy.
Contribution Period
  • Flexible (Minimums apply)
Education Period
  • Flexible: 2-9 years. (May be used to cover graduate and post-graduate expenses).
Annual Retirement Income
  • Minimum: $6,000 per year — Maximum: Unlimited.
Methods of Payment
  • International credit/debit cards, automatic debits from U.S. banks, checks and transfers. (Payments may be made in the plan’s currency).
  • Directly from your StateTrust Bank & Trust Ltd. account.