Your success starts with the right tools

The Private Wealth Policy

As an insurance broker, you know that today’s clients expect more than just standard solutions.

With the Private Wealth Policy, you can design a business model that is proactive, flexible, legally sound, and built on a personal sales partnership.

Take advantage of a product that reimagines modern wealth planning, impresses your clients, and strengthens your position as a broker.

 

Non-binding inquiry

Consulting Ideas for Your Clients

Our sales tips provide concrete sales strategies for your conversations with clients. Discover effective ways to start a conversation, identify your clients’ needs, and highlight the customization options available with the Private Wealth Policy—all condensed onto a single page and available for download as a PDF.

Liechtenstein: A Haven for Those Seeking Protection from Detention

One pager · PDF · 1 page

Liechtenstein: A Haven for Those Seeking Protection from Detention

Show your clients the role that stable operating conditions, special provisions in the event of insolvency, and a separate account for each policy play in their long-term financial planning.

Download PDF, 169 KB
Build Wealth, Protect Wealth

One pager · PDF · 1 page

Build Wealth, Protect Wealth

Explain to your clients what the Private Wealth Policy offers in terms of wealth succession—particularly with regard to maintaining control and avoiding conflicts.

Download PDF, 169 KB
From a Traditional Investment Account to a Private Wealth Policy

One pager · PDF · 1 page

From a Traditional Investment Account to a Private Wealth Policy

Explain to your clients how the Private Wealth Policy ensures cost transparency through individual account management while also offering a high degree of flexibility in investment.

Download PDF, 170 KB
Gold a foundation for tomorrow

One pager · PDF · 1 page

Gold a foundation for tomorrow

Show your clients how they can invest in physical gold through the GoldInvest Plus Fund within the Private Wealth Police and flexibly combine this investment with other asset classes and succession planning.

Download PDF, 170 KB
Succession by Design

One pager · PDF · 1 page

Succession by Design

Explain to your clients how the Private Wealth Policy allows them to tailor their wealth succession to their wishes – by specifying beneficiaries, shares and payout dates, and transferring wealth while retaining a say in key decisions.

Download PDF, 169 KB
The Flexibility of a Portfolio. The Benefits of a Policy.

One pager · PDF · 1 page

The Flexibility of a Portfolio. The Benefits of a Policy.

Highlight how the Private Wealth Policy combines a broad range of investment options with an individually managed custody account for each policy, allowing your clients to adapt their investments to their personal goals and changing market conditions.

Download PDF, 170 KB

Submit Your Application Quickly and Successfully

Step by Step to a Complete Application

Do you need help submitting an application using PWP Smart? In our video, Dirk Serr walks you through the entire process step by step. Use the chapter headings to jump directly to the topic where you need assistance.
If you have any questions, your designated contact person—Dirk Serr, Tobias Müller, Boris Reichenauer, or Maximilian Fichtenbauer—will be happy to assist you personally.
Be sure to check out our YouTube channel as well—there you’ll find many more informative videos about Vienna-Life and the Private Wealth Policy.

PWP Smart Application Process - The Online Guide Vienna-Life Life Insurance Ltd.

Vienna-Life - Your strong partner in the Liechtenstein financial center

Stability and experience for your sales success

Maximilian
m.fichtenbauer@vienna-life.li
Dirk
d.seer@vienna-life.li
Tobias
t.mueller@vienna-life.li
Boris
b.reichenauer@vienna-life.li

Documents & brochures

Download all important documents directly

Document Information
Broschüre Private Wealth Police Download
Finanzplatz Liechtenstein Download
Gesetzliche Rahmenbedingungen Download