On 6th of February 2020, an event about Wealth Planning of Life Insurances (New Age Planning) took place in Zurich, in cooperation between STEP and 1291 Group.
Marc-André Sola – Founder and Chairman of 1291 Group – and Dr. Daniel Koller – Head of Legal & Compliance of 1291 Group – held lectures about Private Placement Life Insurance (PPLI) solutions, withholding tax reclaim and various case studies. The event was a great success and roughly 30 specialists and experts in the financial markets attended.
A big thank you to the STEP association for the set up.
We look forward to the next successful event in Zurich!