Security and choice, putting you in control

  • Ultra high life cover

    Carry high insurance coverage up to €65.5m with you on life's journey. Secure the financial future you want for your family, business or organisations you support.

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    Widest range of investments

    By choosing specialist asset managers and defining your personal investment strategy you can ensure your assets are invested in the way you want.

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    Unrivalled flexibility & accessibility

    Create a portfolio that can adapt to meet your investment goals, as and when they change. Withdraw investment profits at any time and enjoy greater choice over the created liquidity.

One policy to meet your wealth planning goals

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Caring for your family

Protect your own financial security and the future of your loved ones. With our flexible and rewarding life plan, you can create a balance that gives everyone peace of mind from day one

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Protecting your business

Secure the liquidity your business succession plan needs. Whether you run a family business or a partnership, we can help you ensure cash flow while protecting your successor’s interests

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Liquidity planning

A high life cover solution can help in providing additional liquidity to enable a fair and smooth wealth planning and wealth transfer strategy.

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Philanthropic projects

Use your wealth to support charitable ventures while working towards your succession goals. Choose how you leave future donations.

Four steps to create your future legacy

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Tailor your policy to your personal goals

  • Consider your long-term estate planning goals
  • Target your business and family legacy objectives
  • Solve liquidity challenges for a smooth and fair wealth transfer
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Choose your investment strategy 

  • Appoint your trusted asset manager and custodian
  • Select underlying investments in line with your strategy
  • Adjust your strategy in line with your market outlook
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Financial & medical underwriting 

  • Choose from world-class clinics and services
  • Benefit from our exclusive concierge services
  • Absolute confidentiality is guaranteed
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Adjust policy throughout your life

  • View your policy anytime in ePrivateWealth
  • Access liquidity when needed
  • Adapt sum assured or beneficiary nomination in line with your needs

Start your legacy plan

Contact us so we can start planning your long-term goals

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Working with Swiss Life, your way

At Swiss Life, we are fully flexible. We work with renowned financial institution partners and legal and tax experts across the globe to deliver secure life insurance combined with broad investment opportunities. And we can work with your trusted advisers, too. You can integrate your choice of asset manager and custodian to manage your portfolio in the way you prefer

What our experts say

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Key topics & insights

Global Private Wealth

Preparing for the worst - The importance of succession planning to protect the business

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Balancing family with business needs – The challenges of succession planning

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Equity vs equality: a challenge in passing on wealth with a family business

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How liquidity can be the key to successful succession planning

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Using influence effectively – the world-changing power of philanthropy

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The superstar effect – How start-up success stories are challenging traditions

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