Education
and Retirement Plans
Personal Financial Planning Advisory Service (Retirement
plans, Education Plans, etc.).
Our Education Plan consists of an investment portfolio destined to
pay for your child’s college education, or that of your grandchildren
or other beneficiaries.
Today, a college education has become the most important requirement
to succeed as a professional. However, the cost of higher education
has continued to increase substantially; thus, Banco General offers
you a savings program that will help manage your money long term to
cover all future education expenses.
The Education Plan provides a flexible financing vehicle for planning your
family’s future and the welfare of your heirs, or anyone you designate
as a beneficiary. By investing in this Plan, you will be diversifying your
assets through a portfolio designated to invest in mutual funds and time deposits.
Benefits of Education Plans
- Portfolios based on beneficiary’s age
- Diversification
- Life insurance policy
- Attractive returns
- Liquidity
- Monthly account statements
- Professional advice and personal service
- The Education Plan will be managed by Banco General, S.A.
For more information regarding our Education Plans, please
contact the Private Banking Department at (507)265-0220 and we will gladly
assist you.
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