Espero que disfrutes de mi página web, ya que fue diseñada para que sea un lugar de encuentro donde tanto los agentes de seguros de vida como los asesores financieros puedan reunirse, compartir ideas, experiencias y contribuir a una conversación sobre las oportunidades no aprovechadas dentro de nuestra diversa y compleja industria.
¡ H O L A !
Soy Mary Oliva.
Soy mentor, oradora publica y escribo sobre cómo he revolucionado la utilización creativa de seguros de vida como una alternativa a personas, familias y empresas internacionales acaudaladas que tienen necesidades de planificación patrimonial complejas.
“Mary and her team provide critical strategic partnership in meeting our clients’ risk management needs with her keen insight and deep expertise in positioning appropriate solutions from the complex to the basic. In a post CRS world, status quo doesn’t stand a chance in getting the job done.”
Leticia L. Santiago
Fortis Private Wealth Advisors
“Since our first contact with Mary five years ago, she has been helping our clients with insurance solutions ranging from simple to very sophisticated ones, always with great care and dedication to bring the best options. This is the kind of partnership that creates value to our clients, and we want to keep for many years.”
Family Office, Brazil
“Mary’s professionalism, knowledge about products, knowledge about the local regulatory requirements, vast experience and attention to detail have placed her in a unique position. Her name is a point of reference in countries in Latin America where offshore life insurance products are available.”
Northern Trust Corporation
“Throughout my career in the international life insurance market, I had the pleasure, as an executive of a life insurance company, to learn so much from Mary’s quality international cases. Mary is dedicated to ensuring she provides quality insurance-based solutions for her complex and diverse clients. The international life insurance market is fortunate to have such a competent and professional adviser.”
“Mary’s service was invaluable to me and my family as we navigated the purchase of life insurance, which from the outside is a complex and difficult to understand process and product. On the execution side, Mary, together with her team, was equally impressive, providing for logistics support and constantly following up in real-time to make sure I was being taken care of properly.”
Private Client, Brazil
“As a senior officer with two major life insurance companies, I have known Mary Oliva for over ten years and have found her to be one of the most knowledgeable and capable brokers working in the Latin American market. Her expertise in wealth transfer strategies, multi-jurisdictional taxation, insurance product design and insurance product selection, assure that Mary’s clients are always in a better position after having worked with her.”
Lombard International Brokers Inc.
“We enjoy with Mary and her team a long lasting, trustworthy relationship for the benefit of our mutual clients. A real pleasure to work with her!”
Martin P. Egli
Swisspartners Group AG