Protect, grow, and seamlessly transfer your wealth with our personal trust and investment solutions—designed to secure your legacy and provide lasting benefits for your loved ones.

  • 5-HMO--Group-Life-Insurance-Coverage

    Life
    Insurance
    Trust

    Ideal for Individuals who want to ensure the efficient management and distribution of his or her insurance proceeds to chosen beneficiaries.

    A life insurance trust is a legal arrangement where a trustee holds a life insurance policy on behalf of beneficiaries. Its purpose is to manage and distribute the proceeds of the policy according to the trust's terms upon the insured's death. This trust helps to mitigate estate taxes and ensures efficient transfer of wealth to chosen heirs.

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  • RCBC-WebsiteIcons-Batch1-11-PersonalManagementTrust-2

    Pesonal
    Management
    Trust

    Ideal for Individuals who would like to manage and grow their funds for the benefit of their loved ones.

    A Personal Management Trust is a legal arrangement where a trustee manages an individual’s assets on their behalf. Its purpose is to provide professional administration, investment, and preservation of wealth according to the terms set by the trustor. This trust helps ensure that assets are handled prudently, financial goals are met, and loved ones are provided for with continuity and care.

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