Track and manage insurance policies and annuities within your Circle. Keep all your financial assets organized in one place.
Circles is NOT an insurance provider, broker, or advisor. This platform facilitates the tracking and management of insurance policies and annuities that Circle members have independently purchased through licensed providers. We do not provide insurance advice, recommendations, or sell insurance products. Members must purchase insurance and annuities through licensed insurance professionals and make their own informed decisions.
Circles allows you to track and manage insurance policies and annuities as part of your Circle's financial portfolio. This helps you keep all your assets organized and visible to Circle members.
Members purchase insurance policies or annuities through licensed insurance providers. Circles does not facilitate the purchase - you work directly with licensed professionals.
Once you've purchased an insurance policy or annuity, create a deal in your Circle to track it. Select "Insurance Purchase" or "Annuity Purchase" as the deal type.
Record premium payments, track cash value growth, monitor beneficiaries, and keep all policy information organized within your Circle.
View insurance and annuity holdings in your portfolio, generate reports, and track performance alongside other Circle investments.
A Circle purchases group life insurance covering all members. Premiums are paid from the Circle pool, and each member gets coverage. The platform tracks premiums, coverage amounts, and beneficiaries.
Individual or group purchases whole life policy. The platform tracks premium payments, cash value growth, policy loans, dividends, and beneficiaries.
Circle or member purchases annuity for retirement planning. Track contributions, growth, cash value accumulation, and when ready, annuitize for guaranteed income. Monitor monthly payouts and beneficiaries.
Start tracking your insurance and annuities in your Circle today.
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