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SERVICES
Advisory
We advise clients to determine if there is a need for any type of life or disability coverage. We do not focus on products in the first place, but more if a HNWI-type solution can satisfy needs best.
In-force Policy review
We review client’s existing international policy/ies. Depending on the level of details requested, we produce a report about product suitability, accuracy and performance. We do not charge any fees for these services.
Tax Advise
SIFO Ltd. does not provide any tax advise. However, we work with a number of international tax advisors and may lead clients into the right direction, always connected to questions around the tax treatment of international life or disability product in a specific region.
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