Swiss Annuities And Life Insurance : Secure Returns, Asset Protection, And Privacy Hardcover

Marco Gantenbein

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.

English

John Wiley And Sons Ltd

30 April 2008

352

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.

Mario A. Mata

Does an exceptional job of laying out all the relevant issues for someone who is new to this area. STEP Journal June 2008