What are HNWs’ formulas for success ?
March 21, 2017
High net worth (HNW) clients are all very different from one another – their requirements are constantly changing, and their financial complexities tend to
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An analysis of the varying legal positions across Europe
March 17, 2017
What happens to the rights of policyholders in cases where their death does not lead to termination of the contract?
In a life insurance policy, the policyholder and the insured can be different people. While this configuration may seem strange and even unheard of in certain jurisdictions, the structure is indeed theoretically possible and can be effective when it comes to estate services.
The early death of the insured raises no disputes. However, there is a very different discussion if the policyholder should die first. What becomes of the rights held by the policyholder, and who will be able to exercise them in future? Who will go on to manage the policy, implement surrenders or even amend the beneficiary clause?
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Bastien Perrine speaking at Gestion de Fortune’s Round Table
Bastien Perrine, OneLife’s Regional Sales Director for the French market, was interviewed by Gestion de Fortune for their special Round Table dedicated to “The new opportunities of the Luxembourgish Life Insurance”.
The following topics were discussed: French Sapin 2 legislation, client profile, advantages for expats or non-residents, Brexit, protection of assets, Specialised Insurance Fund, private equity and…
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