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Life Insurance: an efficient wealth planning structure

Blending key factors of success to develop wealth planning strategies within life assurance structures

 

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May 15th 2007 Luxembourg

Dear Executive,

Life insurance is more than an insurance, it is the only vehicle for investment which today allows you to combine financial and patrimonial objectives at the same time.

Life insurance has become over the recent decade an extraordinarily efficient wealth planning structure. Its legal framework is a simple and legal means of ensuring the transfer of constituted assets on good terms and sometimes with the benefit of advantageous fiscal measures.

Conference Chairman

Jean Mandelbaum

President

Financial Events
International

Jean Mandlelbaum

Life insurance today is therefore an attractive investment product which is entirely compatible with a safe asset transfer tool. Some countries have even made a speciality of enhancing the system of Life Insurance to attract scores of wealthy people.

Luxembourg is on of the most outstanding of those countries.

Our conference is aimed at carefully scanning all aspects of life insurance in order to make the most of it. It will outline the scope of opportunities offered by investing to a life structure as compared with other financial structures.

For example, close comparison will be made between the trusts system and Life Insurance. MiFID was also deeply analysed.

Among the subjects that were covered are:

  • The life insurance contract is also an excellent asset transfer tool.

  • Life insurance through investment funds - How to invest in Life insurance?

  • Life assurance as an efficient planning structure.

  • The wealthy client facing multi-jurisdictional and regulatory requirements.

  • Financial planning – How to conduct it in an uncertain world?

  • How is life assurance used in practice in the respective jurisdictions ?

  • The future of life assurance as a financial planning structure.

Formal presentations and case studies were undertaken with remarkable experts.

With amoung the best experts in life insurance ...

Mr Stephen Secrette (Lombard Intl Assurance S.A.) Luxembourg

Mr Toon Meyer (Lombard Intl Assurance S.A.) Luxembourg

Mr Geraud de Borman (PricewaterhouseCoopers) Luxembourg

Mr Michel Guilluy (PricewaterhouseCoopers) Luxembourg

Mr Jan Hudson (Aver Associates Luxembourg S.A) Luxembourg

Mr Koen Lozie (Aver Associates Luxembourg S.A) Luxembourg

Mr Jean François Lycops (Private Insurer) Belgium

Mr Xavier Périnne (Perinne Ribierre Redding) France

Dr Ludovic Verbist (AAMIL Ltd.) Switzerland

Glossary

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