Individuals - Life Insurance - Page 7

Life Insurance: A Tax Advantage to Take Advantage Of in 2024

Life Insurance: A Tax Advantage to Take Advantage Of in 2024

Dec. 3, 2024

Given recent tax changes and the rules governing life insurance, 2024 could be a strategic year for some taxpayers. Analysis...

Protect your life with compliant structured products

Protect your life with compliant structured products

Nov. 26, 2024

After suffering a heavy financial loss related to an investment in structured products, a saver is questioning the compliance of the investments...

Divorce: How Can Retirement Savings Accounts Be Handled Fairly?

Divorce: How Can Retirement Savings Accounts Be Handled Fairly?

Nov. 19, 2024

In a recent ruling, the Court of Cassation clarified how retirement savings contracts should be handled in the event of a divorce, particularly when...

Life Insurance: How to Optimize Your Withdrawals at Year-End

Life Insurance: How to Optimize Your Withdrawals at Year-End

Nov. 12, 2024

To finance a purchase, buy gifts, or make a donation, the end of the year may require you to draw on your life insurance policy. However, e...

Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Nov. 5, 2024

In September, net inflows into life insurance reached 2.5 billion euros, according to France Assureurs, compared with 782 million euros in August and 1.9 milli...

The Capitalization Contract: An Alternative to Life Insurance

The Capitalization Contract: An Alternative to Life Insurance

October 29, 2024

A capitalization contract is often considered a preferred alternative to life insurance. Although they share similar characteristics, ...

Our Tips for Choosing a Retirement Savings Plan (PER)

Our Tips for Choosing a Retirement Savings Plan (PER)

October 29, 2024

The Retirement Savings Plan (PER) has become an essential tool for retirement planning, thanks to its flexibility and tax benefits. However...

Insurance, Banking, Wealth Management… What’s Going to Change in 2025

Insurance, Banking, Wealth Management… What’s Going to Change in 2025

October 22, 2024

The research and consulting firm Forrester has just published its reports on forecasts for 2025 in the areas of banking, payments, and investing...

Lawmakers pass an amendment changing the tax treatment of life insurance policies

Lawmakers pass an amendment changing the tax treatment of life insurance policies

October 22, 2024

On Thursday, October 17, members of the National Assembly adopted an amendment aimed at changing the special tax treatment of life insurance policies in the event of a transfer. The...

France ranks 19th in a ranking of the world's best pension systems

France ranks 19th in a ranking of the world's best pension systems

October 22, 2024

France ranks 19th in a ranking of the world's best pension systems, which includes 48 countries. The Netherlands tops the list, s...

Why the life insurance industry has undergone major changes

Why the life insurance industry has undergone major changes

September 17, 2024

Over the past decade, marked by low interest rates, the life insurance industry has undergone major changes, including an increase...

Life Insurance: How to Choose Between a Cash Value Withdrawal and a Loan When Needed

Life Insurance: How to Choose Between a Cash Value Withdrawal and a Loan When Needed

August 27, 2024

If you have an urgent, one-time need for cash, you can make a partial withdrawal from your life insurance policy, or you can ask the c...

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Latest Articles

One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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