Consulting packages

Would you like to take early retirement? Would you like to know how financially secure you and your family are? The advisory products from Swiss Life will give you an overview.

The products on offer range from your personal pension and financial analysis to retirement planning. Which advisory product is the best fit? Select your personal area of interest:

Pension- and financial analysis

Are you and your family adequately insured in the event something happens to you? Will you be able to cover your expenses if you become ill or suffer an accident? An analysis can answer these questions.

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Retirement planning

Many key questions related to retirement need to be asked early on: how high will your income and expenses be? Do you prefer withdrawals in the form of a pension or a lump sum payment? With the help of a comprehensive overview, you can plan the important steps now.

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Make an appointment for a consultation

In a personal meeting we will find the solutions for all your needs. We would also be happy to advise you by video instead of in the General Agency or at your home.