If you’re an advisor working with high-net-worth individuals, families, or businesses and you want to raise your profile and market yourself with an offer that appeals to the ultra-high net worth then this is for you.
And if you’re an advisor already working with the ultra-high net worth then you’re certainly going to want to watch.
Hosted by business writer, podcast host, and consultant, Jo Moffatt, you’ll find the events enjoyable and above all informative, profitable – and CONCISE. In them, we’ll be exploring, with the help of experts in this field, how IDF provides information, expertise, and support to help advisors provide increased capital and security while reducing tax by using Premium Funding and Private Placement Life Insurance.
Louis D. Zuckerbraun
Mr. Zuckerbraun is based in Zurich, Switzerland and is the Managing Director of Geneva Insurance Group (Barbados) and Geneva International Insurance Inc., member companies of the Geneva Insurance Group. The Group provides private placement insurance solutions for High-Net-Worth clients worldwide. His primary responsibilities include insurance product sales and development, and management of the insurance Companies.
He was previously Managing Director of the Bermuda based Valor Management and prior to that co-CEO of a Swiss life and annuity company, Zenith Vie, that provided traditional life, savings, and annuity products to Swiss and international clients. He was one of the founding partners of the Crown Global group of insurance Companies in Bermuda, Grand Cayman and Delaware and held the position of Managing Director.
He was a former partner of swisspartners Wealth Management, Zurich and former Director of swisspartners Insurance Company, Grand Cayman. Prior to this position, he was founder and CEO of Private Risk Solutions AG and prior to this held the position of Chief Underwriter, Trans Re Zurich (an AIG Company). He has also held positions as an Underwriter with Transatlantic Re in London and Hannover Re in Hannover, Germany.
Mr. Zuckerbraun has a B.A. degree from the University of Southern California and an M.B.A. degree from Pepperdine University. Mr. Zuckerbraun also holds the CPCU and ARe designations from the Insurance Institute of America and has been a teacher/coach for the Insurance Institute of Switzerland (IIS).