Planning and Transfer

The life insurance contract is the par excellence tool of the asset transfer. It allows to implement a succession strategy consistent with the client's wishes. It can indeed freely designate the persons who will receive the benefit of the contract. The appointment may be considered either in the contract itself or in a separate document registered for example by a notary ;

The beneficiary stipulation can also be subject to special rules ( dismemberment of the beneficiary clause , deferred payment of benefits in case of death ... ) . The flexibility of the beneficiary clause is such that it is able to answer to very specific or complex needs ;

To ensure the adequacy of the beneficiary stipulation to the customer's wishes, to understand the legal and tax implications of the transmission or to optimize transmission, INTEMIA Wealth Insurance relies on the know-how and the expertise of renowned local and international firms.

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