Contact
Stefan Höftberger
Regional Sales Director Austria
Phone: +423 (0)377 7026
E-Mail: Stefan.hoeftberger@swisslife.com
Austria
Life Asset Portfolio (LAP) Austria
Our Life Asset Portfolio (LAP) solution integrates your investments with a life insurance.
Due to the different legal and fiscal systems in various countries, we offer distinctive LAP solutions taking into account the specifics of the residents
For Austria we offer the Life Asset Portfolio with the following key elements:
Insurer | Swiss Life (Liechtenstein) AG |
Clients | For Austrian tax residents |
| Type | Life Insurance |
Duration | Free choice, dependant on individual‘s retirement planning (minimum 15 years) |
Insured Person | 1 (natural person only), age at entry minimum 7 years, maximum 89 years |
Contribution | Single premium (cash transfer) |
Currency | EUR or CHF |
Main Benefits
- Personalised long-term pension planning
- Flexible and individual estate planning
- Privileged tax treatment for life insurance contracts, as a retirement planning tool
- Asset and investor protection
- Transparency
- Privacy
