The topics of concern to our customers are varied, from savings opportunities to the appropriate risk insurance for their loved ones and comprehensive coverage. Find out about the issues that matter to you.
Plan your pension in good time
Suddenly it’s here – the last day of work. From then on, your financial opportunities are determined by pension planning. Begin no later than age 50. This will allow you to maintain your standard of living in future and enjoy financial security.
Save on taxes with retirement provision
Reduce taxes while saving for retirement – that’s making more of your money and preparing your financial future with confidence. This is possible thanks to tax breaks for occupational and private provision in pillars 1 and 2 as well as for home ownership.
Invest your assets optimally
There is an optimal investment strategy for your capital. Optimal means an investment that precisely meets your personal needs for returns, security and availability. One that adapts as your needs change.
Protection for you and your family
Unexpected events, such as illness, accident, need for care or death, can quickly lead to a major financial burden. With risk insurance, you protect yourself, your family and your business partners, so you can look to your financial future with confidence.
Plan your pension in good time
Suddenly it’s here – the last day of work. From then on, your financial opportunities are determined by pension planning. Begin no later than age 50. This will allow you to maintain your standard of living in future and enjoy financial security.
The consulting experience
Ninety-two percent of those asked consider it important to shape their lives in self-determination. This need unites all generations, income levels and genders. Swiss Life’s individual pension provision and financial advice helps them do that – in all phases of life.
Personal consulting
We would be pleased to provide you with more information – in a personal and non-binding consultation. We would also be happy to advise you by video instead of in the General Agency or at your home.