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
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作者： Marco Gantenbein，Mario A. Mata著
出 版 社：
出版时间： 2008-4-1字数：版次：页数： 332印刷时间： 2008/04/01开本： 16开印次：纸张： 胶版纸I S B N ： 9780470118115包装： 精装内容简介
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。
目录
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
