Security and choice, putting you in control
Ultra high life cover
Carry high insurance coverage up to €50m with you on life's journey. Secure the financial future you want for your family, business or organisations you support.
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.
Unrivaled 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.
Available in France, Germany and Italy.
Further markets available on request.
One policy to meet your wealth planning goals
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 .
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.
Use your wealth to support charitable ventures while working towards your succession goals. Choose how you leave future donations, whether through a gift or investment income.
Four steps to create your future legacy
Tailor your policy to your personal goals
- Consider your long-term wealth planning goals
- Target your business and family objectives
- Solve liquidity challenges for a fair wealth transfer
Financial & medical underwriting
- Choose from world-class clinics
- Use our exclusive concierge services
- Absolute confidentiality is guaranteed
Choose your investment strategy
- Appoint your trusted asset manager and custodian
- Select underlying investments in line with your strategy
- Tax and legal needs are met
Adjust policy throughout your life
- View your policy anytime in ePrivateWealth
- Access liquidity when needed
- Adapt sum assured and beneficiaries as needs change
Start your legacy plan
Contact us so we can start planning your long-term goals
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.