Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy瑞士人的养老金和人寿保险：安全的回报，资产保护，以及隐私权 pdf 在线 2025 epub 免费 书籍 下载

A detailed look at one of today’s most secure ways to invest and protect assets 。

Swiss Annuities and Life Insurance covers all the important investment and legal aspects of the field。 Readers will learn about the key characteristics of Swiss annuities and life insurance; become familiar with frequently used terminology; and discover how investors can capitalize on these attractive products。 The book also discusses issues related to asset protection and estate planning， and answers numerous tax and reporting requirement questions for U。S。 investors。

Switzerland， one of the most attractive countries in the world to invest and to do business in， has attracted foreign investors for decades。 The financial services sector， and particularly private banking and insurance， has built a unique international reputation that attracts clients from all over the world。 Those who choose to invest with Swiss insurance companies benefit greatly from this financial expertise， where Switzerland’s position is second to none。 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 achieve asset protection， growth， and， in some cases， significant tax planning opportunities。

This invaluable reference resource is designed as a guide for asset protection lawyers， tax lawyers， estate planners， financial advisors， family offices， and private investors who are particularly interested in diversifying investments outside their home country and like what Switzerland has to offer。 Accessible even to those without a legal or financial background， this guide offers clear， in-depth information on the most important issues concerning Swiss annuities and life insurance。 The authors detail why Switzerland is the best place to invest， how the Swiss life insurance industry operates and is regulated， and how Swiss insurance brokers are supervised by the government。 They explain the many genuine tax advantages for foreign investors， identifying particular insurance products available in Switzerland and Liechtenstein that offer attractive tax benefits that are legal， sound， and compliant with the tax system in the investor’s home country—including specific insurance products that offer tax deferral or other tax advantages for U。S。 citizens。 They also reveal why these products can be a superior alternative to traditional vehicles for asset protection and estate planning such as foundations or trusts。

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。

For more information on Swiss annuities， please visit： www。swissannuities。com。

Foreword

About STEP

About This Book

Introduction

List of Abbreviations

CHAPTER 1 Why Switzerland？

　Christian H．Kalin，Henley Partners，Zurich

CHAPTER 2 Switzerland：The Basics

Clive H．Church，University of Kent,Canterbury

CHAPTER 3 The Life insurance industry in Switzerland

Peter Liissi and Peter Fierz，PricewaterhouseCoopers，

CHAPTER 4 Insurance Regualtion in Switzerland

Monica Mdchler,Swiss Federal Office of Private Insu

CHAPTER 5 The Role and Supervision of Swiss Insurance Brokers

Moritz w．Kuhn，Meyer Miiller Eckert Partners，Zuri

CHAPTER 6

Asset Protection Through Swiss AnHities and Life Insurance

Joachim Frick，Baker McKenzie，Zurich

CHAPTER 7

Asset ProtecUon Through Swiss Annuities and Life

lnsurance：The View from the United States

Mario A．Mata，Cantey Hanger，LLP，Dallas

CHAPTER 8

Global Wealth Proservation Planning Using Swiss insurance

Products and Internation Trusts

Mario A．Mata，Cantey Hanger，LLP，Dallas

CHAPERT 9

The Advantages of liechtenstein Annuities and Life insurance

Alexander T.Skreiner，former Managing Director，CapitaILeben，

Liechtenstein

CHAPTER 10

Asset Protection through Liechtenstein Annuities and Life

lnsurance

fohannes Gasser and Markus Schwingshackl

CHAPTER 11

SwiSS AnnumeS versus Asset Protection Trusts

Maehala R．Nathan，Swiss Annuity Consulting Group，Zurich

CHAPTER 12

Swiss AnnuitieS in SeH-Directed Retirement Plans

Marco Gantenbein，Swiss Annuity Consulting Group，Zurich

CHAPTER 13

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

Frederic J．Gelfond,Deloitte Tax LLP，Washington，DC

CHAPTER 14

U.S．Estate and Tax Planning Aspects of life Insurance and

AnnumeS

Paul A．Ferrara and Glenn G.Fox，Alston Bird LLP，New York

APENDIX A

Facts and figures

APPENDIX B

Important Contact Information

Notes

Glossary

Bibliouraphy

About the Authors

Index

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书籍介绍

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.