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

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.

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.

Documents & brochures

Download all important documents directly

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

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

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
Die PWP Smart Software kennenlernen October 19, 2026 LINK
Private Wealth Police - Erben, Schenken, Nachfolge regeln October 22, 2026 LINK
Private Wealth Police - Tarif, Merkmale einer exklusiven Fondspolice aus dem Fürstentum Liechtenstein October 29, 2026 LINK
Private Wealth Police - Erben, Schenken, Nachfolge regeln November 5, 2026 LINK
Die PWP Smart Software kennenlernen November 9, 2026 LINK
Die PWP Smart Software kennenlernen November 30, 2026 LINK
Die PWP Smart Software kennenlernen December 21, 2026 LINK