Swiss annuities and life insurance : secure returns, asset protection, and privacy / Marco Gantenbein, Mario A. Mata [editors].

Format:

Book

Contributor:

Gantenbein, Marco, 1975-

Mata, Mario A., 1954-

Series:

Wiley finance series.

Wiley Finance ; v.400

Language:

English

Subjects (All):

Annuities--Switzerland.

Annuities.

Commercial law--Switzerland.

Commercial law.

Life insurance--Switzerland.

Life insurance.

Investments, American--Switzerland.

Investments, American.

Investments, Foreign--Switzerland.

Investments, Foreign.

Physical Description:

1 online resource (354 p.)

Edition:

1st ed.

Place of Publication:

Hoboken, N.J. : John Wiley & Sons, c2008.

Language Note:

English

Summary:

Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.

Contents:

Swiss Annuities and Life Insurance; Contents; Foreword; About STEP; About This Book; Acknowledgments; Introduction; List of Abbreviations; Chapter 1: Why Switzerland?; AN OPEN, MULTILINGUAL SOCIETY; HIGHLY QUALIFIED, RELIABLE, AND MOTIVATED PEOPLE; STABLE ECONOMY AND RELIABLE LEGAL SYSTEM; A STRONG INSURANCE SECTOR; TAX ADVANTAGES; COMPETENT AND FRIENDLY GOVERNMENT AUTHORITIES; Chapter 2: Switzerland: The Basics; LONG-TERM ORIGINS; SONDERFALL YEARS; CHANGE AND ITS EFFECTS; PRESENT-DAY SOCIOECONOMIC STRUCTURES; TODAY'S POLITICAL STRUCTURES; ISSUES AND PROSPECTS; USEFUL ADDRESSES

Chapter 3: The Life Insurance Industry in SwitzerlandSWISS RETIREMENT BENEFIT PLANS; MARKET OVERVIEW AND DEVELOPMENT; MARKET TRENDS AND MARKET DRIVERS; Chapter 4: Insurance Regulation in Switzerland; PRIVATE INSURANCE SUPERVISION IN SWITZERLAND; NEW SYSTEM OF INSURANCE REGULATION; SUPERVISION OF ANNUITY AND LIFE INSURANCE ACTIVITY IN PARTICULAR; OCCUPATIONAL PENSION SCHEMES; Chapter 5: The Role and Supervision of Swiss Insurance Brokers; DEREGULATION IN EUROPE AND SWITZERLAND; BROKER REGULATIONS IN THE EU; DYNAMIC DEVELOPMENT OF INDEPENDENT INSURANCE BROKERS ON THE SWISS MARKET SINCE 1990

BROKER REGULATIONS IN SWITZERLAND ACCORDING TO THE NEW VAGOUTLOOK; Chapter 6: Asset Protection Through Swiss Annuities and Life Insurance; ASSET PROTECTION; IRREVOCABLE DESIGNATION OF BENEFICIARIES; DESIGNATION OF SPOUSE AND/OR DESCENDANTS AS BENEFICIARIES; RULES ON FRAUDULENT CONVEYANCE; FOREIGN ENFORCEMENT PROCEEDINGS; POSSIBLE OPTIMIZATION OF ASSET PROTECTION IN FAVOR OF FOREIGN POLICY HOLDERS; CONCLUSION; RELEVANT VVG PROVISIONS; RELEVANT SCHKG PROVISIONS; Chapter 7: Asset Protection Through Swiss Annuities and Life Insurance: View from the United States

AMERICA'S ATTRACTION TO SWISS ANNUITIES AND LIFE INSURANCE PRODUCTSLACK OF UNIFORM PROTECTION IN THE UNITED STATES FOR ANNUITIES AND LIFE INSURANCE; FORTRESS OF ASSET PROTECTION: SWISS INSURANCE PRODUCTS; SWISS ASSET PROTECTION BENEFITS VERSUS VULNERABLE U.S. ANNUITIES; SUMMARY; Chapter 8: Global Wealth Preservation Planning Using Swiss Insurance Products and International Trusts; INTERNATIONAL TRUST; BENEFITS OF A GLOBAL TRUST; ADVANTAGES OF USING AN INTERNATIONAL TRUST TO OWN SWISS ANNUITIES AND LIFE INSURANCE; COMING TO AMERICA: PRE-IMMIGRATION PLANNING; SELECTING A FAVORABLE JURISDICTION

DETAILED DISCUSSION OF POPULAR JURISDICTIONSSWITZERLAND FINALLY RECOGNIZES COMMON LAW TRUSTS; DRAFTING AN INTERNATIONAL TRUST; MANAGEMENT AND INVESTMENT OF TRUST ASSETS; Chapter 9: The Advantages of Liechtenstein Annuities and Life Insurance; INTRODUCTION; LOCATION; PRINCELY PRIVILEGES; SOLUTIONS FROM LIECHTENSTEIN; SUMMARY; Chapter 10: Asset Protection through Liechtenstein Annuities and Life Insurance; PRINCIPALITY OF LIECHTENSTEIN; LIFE INSURANCE; APPLICABILITY OF THE LIECHTENSTEIN LIFE INSURANCE ACT TO INSURANCE CONTRACTS WITH FOREIGN POLICY HOLDERS; CONCLUSION

Chapter 11: Swiss Annuities versus Asset Protection Trusts

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

Description based on metadata supplied by the publisher and other sources.

ISBN:

1-119-19813-5

1-281-28516-1

9786611285166

0-470-28218-5

OCLC:

476150853