FWD Invest First Plus - Isaac Fang CFP, ChFC, CFA
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FWD Invest First Plus

FWD Invest First Plus 1intro

FWD Invest First Plus has 6 pointers worth highlighting:

  1. Booster bonus to quicken your wealth accumulation and earn loyalty bonus for continuing to invest.
  2. Your annual charges will be limited, so you won’t have to be concerned about fees reducing your returns as the value of your policy increases.
  3. You have the option to withdraw your investment or stop making premium payments as early as the 25th month and to make up any missing regular premiums.
  4. Choice of various funds, including those that pay dividends and provide dividend reinvestment or dividend cash out.
  5. Auto-rebalancing service to help manage and optimize your portfolio.
  6. Death coverage of 105% of your policy value.
FWD Invest First Plus 2what
FWD Invest First Plus 3feat
FWD Invest First Plus 4suit

Some things to note. This post will get dated. And the product might not be available for new subscriptions at some point. Hopefully this serves as reference for future policyholders who have forgotten what they have taken up.

FWD Invest First Plus may or may not fit into your financial plans. Understand that there is no best plan for all time, but there is a method to objectively facilitate your decisions. Read more about it here.

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