An attractive offer to ensure prosperity
DJ Estably and Liechtenstein Life: An attractive offer for providing for wealth
Dow Jones has received payment from Press Text to distribute this press release through its network.
Vaduz (pts009 / 10.12.2021 / 09: 00) – Estably Vermögensverwaltung AG and the pension specialist from Wohlstandsgesellschaft AG are jointly creating a new solution for private old-age provision. The cooperation combines the high-return investments of the digital asset manager with the numerous advantages of the Liechtenstein life pension insurance.
For the first time, it is offering its German customers the opportunity to save the profitable Value 80 portfolio as part of their private old-age provision from as little as EUR 50 per month.
Long-term investors benefit in several ways: All profits realized during the savings phase, both through distributions and when selling company shares, are tax-free. While profits and distributions are taxed immediately in the classic investment portfolio, this is only the case with pension insurance when it expires. In this way, the full profits accumulate over a long period of time and the compound interest effect is noticeable.
Another big advantage of the pension insurance: Possibly the police have been running for at least twelve years and the 62nd year of life is completed, is taxed according to the so-called half-income method. Here half of the last personal income tax rate is used to tax profits instead of the correspondence of capital gains tax. In addition, the income tax rate is usually significantly lower after retirement than during working life.
The extensive value investing strategy ensures good performance. The long investment horizon reduces the risk of investing in shares, while the investor can benefit from a massive compound interest effect. Last year, the Value 80 portfolio achieved a return of 23.47% with a maximum equity exposure of 80%.
Liechtenstein Life’s Prosperity Portal gives customers a transparent overview and easy management of their pension solution, both on iOS and Android and in a web browser.
Another advantage of this insurance solution is the death protection of 110% of the fixed assets. In addition, at the end of the term, customers can decide whether they want to pay out the entire capital at once or receive a lifelong annuity. Retirement with a guaranteed pension factor ensures that the pension can be planned well into old age and is only possible within the framework of a pension insurance.
Welfare provision with Estably and Liechtenstein Life is currently available to customers from Germany. In the future, however, this innovative form of old-age provision is to be made possible for the entire DACHLI region and is also to be obtained from Liechtenstein Life’s sales partners.
Andreas Wagner, ESTABLY Vermögensverwaltung AG: “We are managing directors that we can offer huge added value with our joint product. Never before have investors been able to provide such a service for their old age so easily and at such favorable conditions.”
Christoph Böckle, Chairman of the Board of Directors of Wohlstandsgesellschaft AG: “We are very pleased that we have succeeded in putting together a package of attractive financial products from the Principality of Liechtenstein. The app of Wohlstand and of course the service, the speed and flexibility of life in Liechtenstein.”
About Estably Vermögensverwaltung AG Estably is the first digital asset management company from the Principality of Liechtenstein. Estable’s core competence is value investing. Here, money is invested in listed companies that are viewed as undervalued and of high quality and in which long-term growth potential is believed.
About Wohlstandsgesellschaft AG The InsurTech company of Wohlstandsgesellschaft AG, founded in 2018, invested in ideas and solutions in the areas of wealth accumulation and old-age provision. The aim of the group of companies is to build a holistic digital ecosystem for wealth creation, old-age provision and risk protection. Like the Prosperity App, Liechtenstein Life Assurance AG is part of the group of companies, with its headquarters in Ruggell, Principality of Liechtenstein.
Liechtenstein Life has been an independent insurance company that has been operating internationally since 2008. Its core markets are Switzerland / Liechtenstein and Germany. Liechtenstein Life offers risk protection and asset accumulation in the form of unit-linked annuity and life insurance products, which it sells with selected cooperation partners in the respective countries. Your particular strengths are a high level of service orientation, speed and fully digitized closing and consulting processes.
(End)
Sender: Estably Vermögensverwaltung AG Contact: Andreas Wagner Tel .: +423 220 29 70 E-Mail: [email protected] Website: www.estably.com
[ Quelle: http://www.pressetext.com/news/20211210009 ]
(END) Dow Jones Newswires
Dec 10, 2021 3:01 AM ET (8:01 AM GMT)