Insurance Referral Services

Tailor made solutions

We provide market leading wealth transfer planning services. Each client's individual requirements are addressed by a professional wealth planning consultant who delivers unique tailored strategy.

Our wealth planning consultants are able to gather specialist resources within the bank and from external resources. They work with selected third-party professional life insurance brokers to provide a very flexible set of solutions to address multiple needs, ranging from simple death benefit liquidity to more complex asset ownership issues.

Examples of the specialist solutions we provide to our clients include:

  • death benefit liquidity
  • family legacy planning
  • charitable legacy
  • key person planning
  • succession planning for business continuity
  • wealth protection, creation and transfer
  • confidentiality of asset ownership and transfer
  • asset protection, control and diversification

Each client will be offered uniquely tailored solutions, structured with Universal Life, Variable Universal Life and Private Placement Life Insurance products from leading third-party life insurance providers.

We sincerely invite you to experience the UBS difference. Our professional wealth planning consulting team specializes in providing structured solutions which are designed to help individuals, families and business to protect, create and transfer wealth, successfully and securely.