Effective forward-planning: profitable and personal.
Tailored planning for retirement and the future
The tailor-made pension with top fund selection
Prosperity Plus
Prosperity Plus offers the best investment opportunities with full control and flexibility. It is the tailor-made pension plan with a top selection: hundreds of leading funds are available to personalise investment strategies. Capital can be withdrawn at any time for even more freedom and liquidity. By providing a guaranteed lifelong pension and survivor protection, Prosperity Plus ensures financial autonomy in retirement.
Needs-oriented pension provision for a wide range of target groups
- Employees
The ideal solution for employees who want to set up their own long-term pension plan. Prosperity Plus enables them to have peace of mind as they look to the future and enjoy a secure retirement.
- The non-employed
Even in the event of a temporary loss of income, pension provision is crucial. Prosperity Pension is used to avoid financial bottlenecks and secure long-term goals – for a worry-free future.
- Parents
Prosperity Plus offers pension solutions tailored to the specific needs of parents and their children. Achieve financial balance - for yourself and your family.
- Students
Small contributions, big impact: early pension provision is crucial – and it is already possible during your studies. With regular contributions, Prosperity Plus enables students to proactively build up a pension while also offering flexibility for career changes.
- Career starters
For a pension that grows with you: Prosperity Plus adapts perfectly to the various phases of professional life. For career starters, it offers tailor-made contributions that can be salary-adjusted.
The advantages
- Age of the policyholder at entry: 18 to 80 years
- Payment possible as a lump-sum or as a pension
- Supplemental payments possible from € 100
- Premium guarantee model (choose from 50 % or 80 %)
- Optional exemption from contributions (transfer of contributions)
- Contractually agreed payouts in the event of the insured person’s death
World of first-class investment options
- All risk classes
- Passive ETFs
- Active investment funds
- Choose from up to 10 different assets
- 12 free switches and shifts per year
- No front-end load
- Start management and reallocation management for supplemental payments and single contributions
- Strategic end-of-contract management
Your diversified portfolio – trusting in Liechtenstein
Comparison of fund policy and custody account
Fund-based pension provision pays off
- Advance lump-sum paymentno advance lump-sum
- Withholding taxincome is tax-free during the savings phase
- Rebalancingtax-free rebalancing
- Half-income method (12/62 rule)capital access is possible with tax benefits after 12 years and a minimum age of 62 years
- Advance lump-sum paymentadvance lump-sum payments may be subject to tax
- Withholding taxwithholding tax on acquired investment income
- Rebalancingtaxed when reallocating investments
- Half-income method (12/62 rule)not applicable
Successful together
Your digital connection process starts here – with a face-to-face meeting
Effective technology that suits your needs
Faster. Simpler. Better. Connect your client database directly to our system with APIs that allow applications to communicate seamlessly with each other and share data. This saves you time, effort and resources, which you can then invest in your client relationships instead. Because that’s the best investment you can make.
Investments with tax benefits. Optimise returns. With Liechtenstein Life Invest.
Thanks to the benefits of pension insurance, clients can enjoy all the advantages of this form of investment, with the prospect of a subsequent lump-sum payment or pension payment. Specifically designed for high-income clients, this insurance solution offers income-oriented pension provision and comprehensive cover.