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.

 

Become an agent!

PWP Protect

Systematic risk diversification

The Private Wealth Policy offers a flexible solution for intergenerational wealth planning.

What this means
Several policyholders or insured persons can be combined in one contract, ideal for families and long-term pension models.

Your advantage as a broker
You position yourself as a holistic companion across life phases with a product that makes modern estate planning easy.

We at Vienna-Life support you in this: through practice-oriented workshops and personal case support. Please note: We do not offer tax or legal advice.

PWP Legacy

Estate management for generations

Over 150 ETFs and numerous other funds from well-known providers are available. In addition, a separate bank custody account is opened for each Private Wealth Policy.

What this means
Customized investment strategies can be implemented, supplemented by tax advantages such as the 12/62 rule.

Your advantage as a broker
You offer a modern, transparent investment solution that integrates seamlessly into your advice and impresses your clients with its genuine flexibility.

The Private Wealth Policy contains an investment component. Policyholders bear the full investment risk. Losses up to a total loss are possible.

PWP Invest

Wealth management with vision

With Vienna-Life’s GoldInvest Plus Fund, your customers invest in physical gold, securely stored in Liechtenstein and integrated into a unit-linked insurance solution.

What this means
A stable real value combined with the locational advantages of Liechtenstein, for several levels of security.

Your advantage as a broker
You offer a genuine asset protection alternative that convincingly combines independence, diversification and physical values.

The Liechtenstein location, outside the EU but within the EEA, enables additional geographical diversification in terms of wealth planning.

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

Stability and experience for your sales success

As a partner of Vienna-Life, you benefit from personal care and individual support, tailored to your requirements as an insurance broker.

Whether webinars, workshops or classic sales material: we support you with everything you need for your advice. Quickly, reliably and at eye level.

The focus is on your contact persons: with us, people answer, not chatbots.

Ihre Ansprechpartner

Maximilian Fichtenbauer
m.fichtenbauer@vienna-life.li
Dirk Seer
d.seer@vienna-life.li

Always one step ahead

Webinars

Take advantage of our extensive range of services: from current topics relating to asset protection and succession planning to product training and market trends.

Webinar Date Registration link
Private Wealth Police - Erben, Schenken, Nachfolge regeln July 9, 2026 LINK
Private Wealth Police - Tarif, Merkmale einer exklusiven Fondspolice aus dem Fürstentum Liechtenstein July 16, 2026 LINK
Private Wealth Police - Erben, Schenken, Nachfolge regeln July 23, 2026 LINK
Private Wealth Police - Tarif, Merkmale einer exklusiven Fondspolice aus dem Fürstentum Liechtenstein July 30, 2026 LINK
Das Mises Depot im Rahmen der Private Wealth Police: Warum die Österreichische Schule nach Liechtenstein führt August 20, 2026 LINK

Documents & brochures

Download all important documents directly

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