Individuals - Life Insurance - Page 11

Who can actually access your life insurance policy?

Who can actually access your life insurance policy?

January 23, 2024

Is it possible to issue an administrative garnishment against a third-party holder (SATD) to recover amounts owed by the taxpayer?

In response to the request from ...

Toward the Elimination of the "Death Tax" on Bank Accounts?

Toward the Elimination of the "Death Tax" on Bank Accounts?

January 23, 2024

A bill introduced this week by Socialist lawmakers aims to regulate these fees, which are charged when a bank account is closed...

Life Insurance, PER: The Winners and Losers of 2023

Life Insurance, PER: The Winners and Losers of 2023

January 2, 2024

In November, there was a slight net inflow of +400 million euros, following October’s net inflow of +1.3 billion euros. In the first eleven...

How the French Lose 1,720 Euros in Pension Benefits Each Year

How the French Lose 1,720 Euros in Pension Benefits Each Year

Dec. 19, 2023

The underdevelopment of retirement savings in France is estimated to cost each employee and retiree 1,720 euros per year! To quantify this loss...

What Wealth Management Advisors Are Predicting for 2024

What Wealth Management Advisors Are Predicting for 2024

Dec. 5, 2023

According to a study by Principal Asset Management, French financial advisors identify moderate global growth and geopolitical turmoil as the main...

Life Insurance Is Picking Up Steam as the Year Comes to a Close

Life Insurance Is Picking Up Steam as the Year Comes to a Close

Dec. 5, 2023

In October 2023, the life insurance sector saw a dramatic 26% increase in premiums compared with the same period the previous year...

Donation of a Sum of Money with a Reservation of Usufruct: Beware of Abuse of Rights

Donation of a Sum of Money with a Reservation of Usufruct: Beware of Abuse of Rights

November 21, 2023

Giving a sum of money subject to a right of usufruct does not result in the donor relinquishing ownership of the sum, as the donor remains in possession of it. The committee of ...

Life Insurance: Withdrawal or Partial Surrender?

Life Insurance: Withdrawal or Partial Surrender?

November 21, 2023

The funds you have invested in your life insurance policy are accessible at any time. So, in the event of a financial need or simply to make a...

Why the French Say They Are Very Concerned About Their Retirement

Why the French Say They Are Very Concerned About Their Retirement

Nov. 14, 2023

Business owners, factory workers, and farmers are among those most concerned about their retirement. A study conducted by Mon Petit Plac...

What are the preferred investments of savings professionals?

What are the preferred investments of savings professionals?

Nov. 7, 2023

The Nortia Observatory on Independent Financial Advice, based on data from more than 2,600 independent financial advisors, shows that the trends and investment strategies of ...

Life Insurance: Premiums Up 4% Since the Start of the Year

Life Insurance: Premiums Up 4% Since the Start of the Year

Nov. 7, 2023

Life insurance posted positive net inflows of 1.3 billion euros over the first nine months of 2023. Premiums paid into a savings plan...

Why the French Are Turning Away From Life Insurance

Why the French Are Turning Away From Life Insurance

October 3, 2023

Bad news for insurers. In August, life insurance premiums totaled 8.3 billion euros, and net inflows fell by 1.7 mil...

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