Marco Gantenbein & Mario A. Mata – Swiss Annuities and Life Insurance
Marco Gantenbein & Mario A. Mata – Swiss Annuities and Life Insurance
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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…
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Description
Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy
Swiss annuities and life insurance. The key characteristics of Swiss annuities and life insurance are examined, as well as 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 excellent investments for high-net-worth individuals. You can learn how to safely exploit these attractive products with this expert guidebook.
About the Author
Marco Gantenbein is the Managing Director of the Swiss Annuities consulting group. He is a member of the Society of Trust and Estate Practitioners and has worked as an insurance consultant for many years. A graduate of the business school, he holds a Swiss Federal InsuranceDiploma.
Mario Mata is a business and estate planning partner and attorney. He has many years of experience in business, estate, and tax planning for high net worth individuals and families. Mata is a member of both the International Tax Planning Association and the Asset Protection Planning Committee of the American Bar Association.
Table of contents
Preface.
Acknowledgments.
There is a list of abbreviations.
Chapter 1. Why Switzerland? Christian H. Klin is a partner at Henley & Partners.
Chapter 2. The basics of Switzerland is written by Professor Clive H. Church of the University of Kent.
Chapter 3. Peter Lssi and Dr. Peter Fierz are from the Life Insurance Industry in Switzerland.
Chapter 4. Monica Mchler is the Swiss Federal Office of Private Insurance.
Chapter 5. The role and supervision of insurance brokers in Switzerland.
Chapter 6. Swiss annuities and life insurance can be used for asset protection.
Chapter 7. The view from the U.S. is shown in Asset Protection Through Swiss Annuities and Life Insurance.
Chapter 8. Global Wealth Preservation Planning Using Swiss Insurance Products and International Trusts was written by Mario A. Mata.
Chapter 9. Annuities and life insurance have advantages.
Chapter 10. Dr. Batliner, Dr. Gasser, and Dr. Schwingshackl are all from Vaduz.
Chapter 11 Swiss annuities vs asset protection trusts.
Chapter 12 Marco Gantenbein of Swiss Insurance Partners AG is the author of Swiss Annuities in Self-Directed Retirement Plans.
Chapter 13. Federal Income Tax Considerations in Purchasing and Holding an Annuity or Life Insurance Contract issued by a Swiss or Luxembourg Insurance Company is a survey of basic U.S. federal income tax considerations.
Chapter 14 Glenn Fox and Dr. Paul A. Ferrara are from New York.
There are facts and figures in Appendix A.
Contact information in Appendix B.
The addresses are in Appendix C.
Notes.
Glossary.
There is a bibliography.
About the authors.
Index.
The book is in PDF format.
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