Private Portfolio

It’s unit-linked life insurance designed for those who wish to entrust the active management of their investments to professionals.

Conclude contract

Why is it worth choosing?

  • Your investments will be managed by competent investment experts of “Swedbank”.
  • You can choose one of five investment strategies, taking into account your standard risk level.
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  • You can choose the amount of investment - to pay single insurance premium starting from EUR 2 000 or to pay periodical payments starting from EUR 30 per month.
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  • You can withdraw a portion of the accumulated capital without terminating the life insurance contract.
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  • It is easy to follow the detailed information of the life insurance contract and change the conditions of the respective life insurance contract in accordance with established procedure in the "Swedbank" Internet Bank.
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  • You can benefit from personal income tax relief.
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  • By specifying the beneficiary, in case of insured person’s death, the insurance benefit is paid within a short time, because the accumulated assets are not involved in the overall process of inheritance.

Calculator

Savings period
years
Monthly payment
Choose strategy
  Positive scenario Zero rate scenario Negative scenario
Projected savings value at the end of period
Total premiums
Personal income tax rebate*
Estimated annual average earning rates of underlying assets (  Strategy) % % %

* The amounts are calculated considering only the premiums paid under the present insurance contract and assuming that no premiums were made to pension funds, associations of participants of occupational retirement funds, and/or analogous entities operating in a State of the European Economic Area.

Please note that the total annual amount of EUR 2,000 (15% of which may be recovered according to the tax rebate provisions) is applied with respect to premiums according to accumulative life insurance contracts, to pension funds, associations of participants of occupational retirement funds, and/or analogous entities operating in a State of the European Economic Area.


All values generated by this calculator are not guaranteed and only serve as an illustrative example generated based on the values entered in the calculator. Please take into account that the value of an investment unit may increase or decrease during the contract lifetime and also the value of the reserve may accordingly increase or decrease in line with the value of the investment unit. The average annual return rates used by the calculator do not guarantee an equivalent yield in the future.

Further information about this product’s offer is available at any Swedbank branch or by calling customer service at 1884 or by sending your question to e-mail address: info@swedbank.lt.

You can enter the Private Portfolio Contract by connecting to the "Swedbank" Internet Bank and filling:

  1. Non-complex financial instruments questionnaire;
  2. Needs evaluation questionnaire;
  3. Application for a life insurance contract conclusion.

Private Portfolio is unit-linked life insurance contract, where the investment risk belongs to the policyholder. Service is provided by Swedbank Life Insurance SE Lithuanian Branch.

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