May 31, 2018
With over 68% of European HNW individuals choosing life assurance as a mean of ensuring financial security for now and for the generations to come (Source: Scorpio Partnership), OneLife is pleased to announce the launch of #Success in Succession Part II.
First launched in 2016, this campaign introduced us to 3 families living in different countries across Europe who could all benefit from using life assurance as a wealth and inheritance planning tool. In Part I, we followed the Blanchet Family (France), the Peeters Family (Belgium) and the Tuominen Family (Finland).
In this second part, we meet the Willems Family (UK), The Svensson Family (Sweden), the Alvarez Family (Spain) and the Ferreira Family (Portugal). All are at different stages of their lives, all have unique wealth planning needs and all are looking to safeguard their futures whilst passing on their wealth in a safe and efficient manner to their children.
As families become more mobile and move to different countries for work, study and retirement, their wealth needs have to evolve with them. Managing this complexity is not always easy. You need a safe, flexible, efficient wealth solution that will stand the test of time and deliver to your precise demands. Life assurance is an effective tool to help you tick all these boxes. It’s well regulated with assets protected under the Luxembourg policyholder protection, one of the strongest in Europe. It’s flexible enough to allow adjustments during the lifetime of the policy depending on your and your family’s situation as well as the ability to invest in a wide range of assets according to your own preferences. It’s efficient due to the favourable tax treatment it enjoys and it allows you to designate how and when you and your beneficiaries will take advantage of its benefits.
At OneLife, we enjoy today’s complexity, because it allows us to help our partners and clients to gain peace of mind safe in the knowledge that their financial assets are well protected, managed and passed on to future generations in line with their own wishes.
So what are you waiting for? Learn more about how life assurance can work for you.
Our ebook will give you real-life case studies about how a life assurance policy can provide an ideal solution to your wealth planning needs. Meanwhile, check out our => Succession Checklist and get answers to today’s essential inheritance questions.
