The Debrief: one year on the launch of our innovative Wealth Passport for the Swedish Market

One year on the launch of our “Wealth Passport” solution on the Swedish market, we welcomed Madelene Gorbutt, Lombard International Assurance’s country manager for Sweden and Roberth Josefsson, Senior Wealth Planner for the Swedish Market, for a debrief discussion on it.

In this short video, Madelene and Roberth provide an update on this innovative solution, designed to address the specific wealth planning requirements of Swedish residents moving temporarily to the US, or US citizens and permanent residents (“Green Card” holders) living and working in Sweden or in certain European jurisdictions. They also describe what the ideal type of clients for this solution are, the benefits for wealth professionals and further explain the differences with the kapitalförsäkring and the concept of dual compliance.
 
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