Pillar 3b – discretionary old age insurance: a new offering from swisspartners

swisspartners 3b offered by the swisspartners Versicherung AG, Liechtenstein, a Group insurance company, is a typical pillar 3b product tailored to the needs of wealthy individuals with residency in Switzerland.

Here are the familiar advantages of pillar 3b:

• Under certain conditions, no tax on policy payoff
• Not subject to legal succession
• Pledging possible at any time
• Wealth protection of the heirs in the event of excessive indebtedness of the testator
• Policy can provide for two insured lives, e.g. spouses

swisspartners 3b – the specific advantages of our product:

• Single premium with free choice of premium type (cash premium, bank portfolio, other assessable  financial assets)• Individual investment strategy with a free choice of both asset manager and custodian bank

General overview of the composition of the swisspartners 3b:

Overview of the composition of swisspartners 3b in detail:

Written by:
Christian Rockstroh | Partner