Insurance Solutions

We serve our client-partners by providing them, their families and company’s advisory services with individually designed and privately placed life and pension insurance solutions. Our goal is to preserve the assets and wealth of families.

Life insurance solutions are increasingly used as a structure for wealth protection, tax and estate planning, and/or as a privacy structure. Working with the longest-established life insurance providers, we design suitable solutions. With the appropriate endowment, life and annuity policies, we offer powerful and compliant tools to ensure wealth protection. By following the best principles and setting up policies that conform to tax rules (not simply using a wrapper), your investable assets will be preserved and completely separated from your other assets, resulting in solid protection.

Benefits:

  • Protection from bankruptcy. The contributed assets are not affected should the insurance company or the custodian bank file for bankruptcy, as they are separated from the risk sphere of the insurer and the bank.
  • Great flexibility and asset diversification. Any valuable assets can be held in life insurance solutions: funds, equities, bonds and commodities, and also real estate and operational companies.
  • Tax-privileged instruments for maximum wealth preservation. In many countries, life and annuity insurance policies (particularly those without periodic distributions) are tax-privileged in comparison with bank or real estate assets.
  • Your privacy is fully guaranteed. The insurance company is registered as the owner of your investable assets and ultimate beneficial owner.  
  • Coverage of additional biometric risks. Death or longevity risks can be covered with skilfully designed contracts, generating interest-bearing income and lump-sum payments, generating bequeathed or inheritance tax benefits, even for large family estates.

LEGAL >  KM Nordic Invest AG builds your insurance contracts taking into account the legal and tax requirements of the countries in which family members involved have their fiscal domiciles.

For more information regarding our Insurance Solutions please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77 

 
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