Swiss Annuities and Life Insurance Secure Returns, Asset Protection, and Privacy
by Gantenbein, Marco; Mata, Mario A.Edition: 1st
Format: Hardcover
Pub. Date: 2008-04-04
Publisher(s): Wiley
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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.
Author Biography
Marco Gantenbein, TEP, is an international insurance specialist and the Managing Director of Swiss Annuities Consulting Group, Zurich/Switzerland. He has worked for many years as an insurance consultant in both the private and business sectors, and is a member of the Society of Trust and Estate Practitioners (STEP). Gantenbein graduated from Zurich Business School and holds a Swiss Federal Insurance Diploma.
Mario A. Mata, CPA, TEP, is a business and estate planning partner and attorney with Cantey & Hanger, LLP. He has extensive experience in all aspects of business, estate, and tax planning for high-net-worth individuals and families. Mata is a member of the International Tax Planning Association and is Vice-Chair of the Asset Protection Planning Committee of the American Bar Association.
Table of Contents
| Foreword | p. vii |
| About STEP | p. ix |
| About This Book | p. xi |
| Acknowledgments | p. xiii |
| Introduction | p. xv |
| List of Abbreviations | p. xvii |
| Why Switzerland? | p. 1 |
| Switzerland: The Basics | p. 11 |
| The Life Insurance Industry in Switzerland | p. 27 |
| Insurance Regulation in Switzerland | p. 49 |
| The Role and Supervision of Swiss Insurance Brokers | p. 57 |
| Asset Protection Through Swiss Annuities and Life Insurance | p. 67 |
| Asset Protection Through Swiss Annuities and Life Insurance: The View from the United States | p. 81 |
| Global Wealth Preservation Planning Using Swiss Insurance Products and International Trusts | p. 97 |
| The Advantages of Liechtenstein Annuities and Life Insurance | p. 129 |
| Asset Protection through Liechtenstein Annuities and Life Insurance | p. 149 |
| Swiss Annuities versus Asset Protection Trusts | p. 167 |
| Swiss Annuities in Self-Directed Retirement Plans | p. 179 |
| Survey of Basic U.S. Federal Income Tax Considerations in Purchasing and Holding an Annuity or Life Insurance Contract Issued by a Swiss or Liechtenstein Insurance Company | p. 193 |
| U.S. Estate and Tax Planning Aspects of Life Insurance and Annuities | p. 239 |
| Facts and Figures | p. 265 |
| Important Contact Information | p. 267 |
| Notes | p. 283 |
| Glossary | p. 303 |
| Bibliography | p. 317 |
| About the Authors | p. 319 |
| Index | p. 327 |
| Table of Contents provided by Ingram. All Rights Reserved. |
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