On this page, you will find a selection of articles on Swiss annuities and life insurance as well as on related topics, such as foreign annuities and life insurance, international asset protection, etc.
Swiss Annuities & Life Insurance Handbook by Marco Gantenbein & Mario A. Mata Swiss Annuities & Life Insurance Handbook, April 2008
Taxation of Foreign Life Insurance Policies by Edwin Whatley, Baker & McKenzie, Tokyo and Shinichi Kobayashi, Baker & McKenzie, Tokyo January 2008
Life Insurance and Annuity Policies: Section 1035 Exchanges by Jana Dimitrova, Zurich January 2008
Asset protection and staying in control by Maehala R. Nathan, Swiss Insurance Partners Trusts & Trustees, December 2007
Backlash Hits Annuities Tied To Stock Market by Kelly Greene Personal Journal, August 2007
Variable Insurance Contracts Two Rulings Estate Rules by F. Roy Sedore, New York July 2007
Insurance: invaluable wealth management tool by Marnin Michaels and Jana Dimitrova The Bahamas Investor, July 2007
The Swiss Annuity by Alexander A. Bove, Jr. Trust & Estates, March 2007
The Annuity Alternative by Maehala Nathan & Marco Gantenbein The Step Journal, December 2006
Swiss Annuities vs. Asset Protection Trusts by Marco Gantenbein Trusts & Trustees, 2005
Swiss annuities as secure trust investments by Marco Gantenbein Trusts & Trustees, December/January 2006
Asset Protection, Swiss Annuities, and Trusts by Alexander A. Bove, Jr. Offshore Investment Journal, 2004
Trust Betrayed: the closure of Equitable Life to new business The Economist, December 23rd, 2000
Why Switzerland? by Christian H. Kδlin excerpt from: Switzerland Business & Investment Handbook, 2005
Ensuring wealth: the Place of Offshore Insurance in Wealth Management Private Wealth Management Review, June 2001
Creditor Protection for Life Insurance and Annuities by Gideon Rothschild and Daniel S. Rubin The Journal of Asset Protection, May 1999
Asset Protection, Riches Out of Reach, from: The PPLI Solution. Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance by Daniel S. Rubin and Gideon Rothschild Ed. Kirk Loury, Princeton, NJ: Bloomberg Press, January 2005
Protecting Your Assets From Malpractice Claims by Daniel S. Rubin and Gideon Rothschild Cataract & Refractive Surgery Today and Endovascular Today, November 2002
Asset-Protection Planning: Ethical? Legal? Obligatory? by Daniel S. Rubin and Gideon Rothschild Trusts & Estates, September 2003
The misunderstood loner with a lifetime guarantee by Debbie Harrison Financial Times, December 22, 2001
Asset Protection with a foreign insurance policy and an irrevocable life insurance trust by Michael G. Chatzky Chatzky & Associates, San Diego, USA, May 2006
Some new developments in the private placement life insurance field by Joel J. Karp, Karp & Genauer, 2005
International private placement life insurance: The flavor of the month by Joel J. Karp, Karp & Genauer International Tax Report, 2004