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Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy (Wiley Finance) - Hardcover

 
9780470118115: Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy (Wiley Finance)
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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. 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.

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Review:
"Does an exceptional job of laying out all the relevant issues for someone who is new to this area." -- STEP Journal, June 2008
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Praise for Swiss Annuities & Life Insurance

"Bravo! This is the definitive book for American and Canadian taxpayers and their tax planners. It comprises a complete treatment of the unparalleled Swiss financial-related insurance products, which represent the best that offshore has to offer in asset protection, estate planning, and investment vehicles today."
--Hoyt Barber, Vancouver, Canada, author of Secrets of Swiss Banking and Tax Havens Today

"This is an important work that I recommend enthusiastically to anyone working with and counseling others with respect to Swiss annuities and life insurance. The book includes a detailed analysis of these highly versatile investments and a thorough discussion of the laws applicable in the relevant jurisdictions involved. The result is a book that is both well researched and eminently useful to anyone seeking to use these vehicles to best advantage. I know that this book will form an invaluable part of my library and that I will refer to it regularly in my work."
--Stanley A. Barg, Philadelphia, United States, Partner, Duane Morris LLP

"An unparalleled holistic overview of Switzerland with its life insurance and annuities environment. Profound and written with due attention to detail--yet easy to follow--it allows the reader to gain quick and specific knowledge. While it contains practical guidance to any professional in the financial planning and insurance arena, I find it equally useful for private investors who may be attracted by diversity abroad. Truly a commendable eye opener with great information value."
--Heinz Eggenberger, Zurich, Switzerland, ARM, General Manager, AIG Europe (Switzerland) and President, IIS Insurance Institute of Switzerland

"The publication of Swiss Annuities and Life Insurance is a remarkable achievement: a readable, concise, and balanced account of the political, economic, and social history of Switzerland since World War I and of the development of the Swiss insurance industry and the growing sophistication of its products as investment vehicles. Unlike most books on these subjects, Swiss Annuities and Life Insurance is well written, comprehensive, and a unique source for professional advisors as well as for investors. I wish there had been a book like it when I spent hours and hours researching the purchase of my annuities."
--Dr. Edgar Gunther, New York, United States, former executive vice president of an international investment management company and former research director of Fortune magazine

"This compendium represents the first in-depth and comprehensive analysis of the unique advantages offered by Swiss annuities and insurance for those seeking wealth preservation and tax minimization. Written by some of the leading authorities in the field, this book should be on every professional's bookshelf and is also an excellent resource for those considering the purchase of these products."
--Gideon Rothschild, New York, United States, Partner and cohead, Private Client Services, Moses & Singer LLP

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  • PublisherWiley
  • Publication date2008
  • ISBN 10 0470118113
  • ISBN 13 9780470118115
  • BindingHardcover
  • Edition number1
  • Number of pages352

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Published by Wiley (2008)
ISBN 10: 0470118113 ISBN 13: 9780470118115
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