In today’s world, being exposed to a fast changing environment, there is a growing demand for tailored wealth management solutions.
Our Private Placement Life Insurance solutions combine your investment portfolio with high-end life insurance products, which are managed in cooperation with your preferred private banks and asset managers, offering unique benefits:
Asset and investor protection and Privacy
Protecting your wealth is of utmost importance in a world of uncertain economies. Our life insurance solutions offer you a unique combination of asset protection and privacy by holding your assets in a dedicated insurance account.
To keep up with the pace of change, Swiss Life has established solutions to provide adaptive options to their clients to increase the flexibility.
Private Placement Life Insurance offers sophisticated estate and succession planning, which entail an efficient mechanism for legacy planning of your family by combining estate, gift and tax benefits.
Private retirement planning is encouraged by many countries and depending on the legislation, can offer tax advantages.
Our long-standing experience with international governmental and tax regulation, have enabled us to establish the expertise to provide our clients with sophisticated solutions.
Broad range of investments
Our policies are unit linked policies which can invest in underlying portfolios of assets, mutual funds, internal collective funds and guaranteed funds. The underlying funds can contain of traditional bankable assets such as cash, listed equities, bonds, mutual funds or interest deposit, and derivatives, option transactions as well as alternative investments such as Hedge Funds or Real Estate Funds that are usually restricted to professional investors.
Please find further details about our products on the country pages or work with your financial adviser to find the right solution for you.
Swiss Life offers a variety of products within its Private Placement Life Insurance portfolio. The solutions are tailored to your specific needs and profile. It may be that not all products are available to you, as they are subject to differing regulatory guidelines depending on your country of residence and financial profile. However our experienced team consists of experts in regional legislation, jurisdiction, guidelines, tax and finance so are best placed to fit a product to your individual circumstances, in cooperation with your preferred asset manager or private bank.
Our products include the Life Asset Portfolio (LAP), Variable Universal Life (VUL), Deferred Variable Annuity (DVA) and Frozen Cash Value (FCV) and have a wide range of solutions in terms of complexity, intent and death cover options:
Please choose your country for further detail of the products and contact person for your specific country.