mtb International
Baarerstrasse 53
6304 Zug
Switzerland

If you are a Financial Professional currently licensed in securities, variable annuities or insurance and are interested in offering the Swiss annuity products to your current clients, please complete the Application Form below.

Even if you have just one client who can benefit from owning a Swiss annuity, you will still earn a commission on that one sale.

After your application is accepted, you will receive by return mail, a contract for you to sign, date, and mail to Switzerland. The contract will include your exclusive ID Number for your use on all correspondence and new business you submit to us.

You will also be requested to submit a fill-in-the-blanks type form of your professional background. (required under US SEC rules.) Be assured, whatever is sent to Switzerland, stays in Switzerland. 

After submitting your application, you will receive a document package to help you submit your annuity business to us. All client applications and proposals are submitted directly to us. Your client's completed application and/or proposal is then direct mailed to your office for your review and client presentation for signature and cheque.

Swiss Insurance Companies usually pay commissions within 65 days.

SWISS ANNUITY FINANCIAL PLANNERS APPLICATION  FORM