Liechtenstein Life Wealth
A comprehensive wealth plan with a focus on returns
Your wealth. Your vision. Your advantages.
Discover with Liechtenstein Life Wealth the product solution for efficient wealth protection and straightforward wealth planning.
- Stable wealth accumulation
- Multi-generational protection of family assets
- Tax efficiency
- Flexible allocation
- Discretionary fund management solutions
- Individualised transfer of assets
- Freely selectable beneficiaries without rigid contractual structures
Our clients expect comprehensive wealth management, targeted wealth accumulation, and efficient estate planning.
Dr. Aron Veress, CEO Liechtenstein Life Assurance AG
The beneficiary designation allows you to decide who will receive the insurance payout at the end of the policy term. This can be a family member or any other person you wish to provide with financial security.
With the unit-linked life insurance policy, you have the opportunity to invest in return-oriented assets while spreading risk broadly. Shape your portfolio exactly as you wish: invest in up to ten funds at the same time, use the optional rebalancing feature, and switch funds up to 12 times per year.
Use tax regulations to save income tax at payout through optimal planning. Thanks to flexible combinations with additional insurance modules, you can tailor your protection to your individual needs.
A smart alternative to a securities account
- Tailored wealth structuring with a broad investment universe
- Partial withdrawals possible at inception or during the term of the policy
- Tax-free payouts with optimal planning
- Guaranteed death benefit of up to 200% of the total premiums paid
- Maturity guarantee option
- Customisation through beneficiary designation
- Up to 12 fund shifts (reallocations) and fund switches (strategy changes) per year at no cost
When market conditions change, it can be wise to adjust your investment strategy. Shift your current investments between funds or switch the allocation of your future contributions – up to 12 times per year free of charge.
Market fluctuations can have a significant impact on your investment strategy. Rebalancing allows you to restore your original asset allocation by buying or selling securities.
Still have questions?
We can answer them! There are different ways to contact us. We will be happy to help you.