Contact
Mauro Guerrini
Regional Sales Director Italy
Phone: +41 (0)91 913 71 60
E-Mail: Mauro.Guerrini@swisslife.com
Italy
Life Asset Portfolio (LAP) Italy
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 Italy we offer the Life Asset Portfolio with the following key elements:
Insurer | Swiss Life (Liechtenstein) AG / (Luxembourg) S.A. |
Clients | For Italian tax residents / Italian residents and Italian citizens (non-residents) looking for an Italian law contract |
| Type | Life Insurance |
Duration | Whole of life |
Insured Persons | 1 or more (natural person only), -in Liechtenstein: maximum age of insured person upon entering into contract: 70 |
Contribution | Single premium, cash transfer or transfer of assets (for dedicated funds only) |
Currency | CHF, EUR, USD or other currencies upon request |
Main Benefits
- Flexible and individual estate planning
- Convenient and fast transfer of assets upon death
- Various tax advantages
- Integration of existing portfolios
- Asset and investor protection
- Privacy
