Swiss annuities and life insurance : secure returns, asset protection, and privacy
Marco Gantenbein, Mario A. Mata [editors]
| Year of publication: |
c2008
|
|---|---|
| Other Persons: | Gantenbein, Marco (contributor) ; Mata, Mario A. (contributor) |
| Publisher: |
Hoboken, N.J : John Wiley & Sons |
| Subject: | Lebensversicherung | Life insurance | Schweiz | Switzerland | Private Altersvorsorge | Private retirement provision | Portfolio-Investition | Foreign portfolio investment |
| Description of contents: | Table of Contents [external.dandelon.com] |
| Extent: | Online-Ressource (xx, 332 p) ill |
|---|---|
| Series: | Wiley Finance ; v.400 Wiley Finance Ser ; v.400 |
| Type of publication: | Book / Working Paper |
| Language: | English |
| Notes: | Includes bibliographical references and index Swiss Annuities and Life Insurance; Contents; Foreword; About STEP; About This Book; Acknowledgments; Introduction; List of Abbreviations; Chapter 1: Why Switzerland?; AN OPEN, MULTILINGUAL SOCIETY; HIGHLY QUALIFIED, RELIABLE, AND MOTIVATED PEOPLE; STABLE ECONOMY AND RELIABLE LEGAL SYSTEM; A STRONG INSURANCE SECTOR; TAX ADVANTAGES; COMPETENT AND FRIENDLY GOVERNMENT AUTHORITIES; Chapter 2: Switzerland: The Basics; LONG-TERM ORIGINS; SONDERFALL YEARS; CHANGE AND ITS EFFECTS; PRESENT-DAY SOCIOECONOMIC STRUCTURES; TODAY'S POLITICAL STRUCTURES; ISSUES AND PROSPECTS; USEFUL ADDRESSES Chapter 3: The Life Insurance Industry in SwitzerlandSWISS RETIREMENT BENEFIT PLANS; MARKET OVERVIEW AND DEVELOPMENT; MARKET TRENDS AND MARKET DRIVERS; Chapter 4: Insurance Regulation in Switzerland; PRIVATE INSURANCE SUPERVISION IN SWITZERLAND; NEW SYSTEM OF INSURANCE REGULATION; SUPERVISION OF ANNUITY AND LIFE INSURANCE ACTIVITY IN PARTICULAR; OCCUPATIONAL PENSION SCHEMES; Chapter 5: The Role and Supervision of Swiss Insurance Brokers; DEREGULATION IN EUROPE AND SWITZERLAND; BROKER REGULATIONS IN THE EU; DYNAMIC DEVELOPMENT OF INDEPENDENT INSURANCE BROKERS ON THE SWISS MARKET SINCE 1990 BROKER REGULATIONS IN SWITZERLAND ACCORDING TO THE NEW VAGOUTLOOK; Chapter 6: Asset Protection Through Swiss Annuities and Life Insurance; ASSET PROTECTION; IRREVOCABLE DESIGNATION OF BENEFICIARIES; DESIGNATION OF SPOUSE AND/OR DESCENDANTS AS BENEFICIARIES; RULES ON FRAUDULENT CONVEYANCE; FOREIGN ENFORCEMENT PROCEEDINGS; POSSIBLE OPTIMIZATION OF ASSET PROTECTION IN FAVOR OF FOREIGN POLICY HOLDERS; CONCLUSION; RELEVANT VVG PROVISIONS; RELEVANT SCHKG PROVISIONS; Chapter 7: Asset Protection Through Swiss Annuities and Life Insurance: View from the United States AMERICA'S ATTRACTION TO SWISS ANNUITIES AND LIFE INSURANCE PRODUCTSLACK OF UNIFORM PROTECTION IN THE UNITED STATES FOR ANNUITIES AND LIFE INSURANCE; FORTRESS OF ASSET PROTECTION: SWISS INSURANCE PRODUCTS; SWISS ASSET PROTECTION BENEFITS VERSUS VULNERABLE U.S. ANNUITIES; SUMMARY; Chapter 8: Global Wealth Preservation Planning Using Swiss Insurance Products and International Trusts; INTERNATIONAL TRUST; BENEFITS OF A GLOBAL TRUST; ADVANTAGES OF USING AN INTERNATIONAL TRUST TO OWN SWISS ANNUITIES AND LIFE INSURANCE; COMING TO AMERICA: PRE-IMMIGRATION PLANNING; SELECTING A FAVORABLE JURISDICTION DETAILED DISCUSSION OF POPULAR JURISDICTIONSSWITZERLAND FINALLY RECOGNIZES COMMON LAW TRUSTS; DRAFTING AN INTERNATIONAL TRUST; MANAGEMENT AND INVESTMENT OF TRUST ASSETS; Chapter 9: The Advantages of Liechtenstein Annuities and Life Insurance; INTRODUCTION; LOCATION; PRINCELY PRIVILEGES; SOLUTIONS FROM LIECHTENSTEIN; SUMMARY; Chapter 10: Asset Protection through Liechtenstein Annuities and Life Insurance; PRINCIPALITY OF LIECHTENSTEIN; LIFE INSURANCE; APPLICABILITY OF THE LIECHTENSTEIN LIFE INSURANCE ACT TO INSURANCE CONTRACTS WITH FOREIGN POLICY HOLDERS; CONCLUSION Chapter 11: Swiss Annuities versus Asset Protection Trusts Electronic reproduction; Available via World Wide Web |
| ISBN: | 978-0-470-11811-5 ; 0-470-11811-3 ; 978-0-470-11811-5 |
| Source: | ECONIS - Online Catalogue of the ZBW |
Persistent link: https://www.econbiz.de/10012673969