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Benefit Plan

Helvetia Benefit Plan
Helvetia Benefit Plan

With a classic life insurance you are saving long-term for your retirement, thereby making targeted provision for the livelihoods of your dependants should anything happen to you. Whatever happens, you are guaranteed benefits.

  • Secure investments for a targeted pension (pillar 3a or 3b)
  • Financing with annual premiums or single premium
  • Guaranteed benefits in case of death and upon expiration
  • Inclusion of an additional lump-sum payable on death as well as an optional earning disability pension possible
  • Tax benefits in the tied and flexible pension provision
  • Conclusion with or without a capital withdrawal option

Capital-forming life insurance

The Helvetia Benefit Plan is a capital-forming life insurance. It combines a risk insurance with targeted capital accumulation. Upon maturity, the capital is paid out to you or if need be, it is paid out early to your beneficiaries.

Product variant with capital withdrawal option

For greater flexibility, choose the Helvetia benefit plan with a capital withdrawal option. This allows you to withdraw capital before the end of the contract, for example in order to pay back your mortgage early.

Savings insurance product version

With the savings insurance, you are selecting the version of a life insurance without death coverage and placing the focus completely on the savings process. You finance the savings insurance with regular payments and receive the contractually agreed capital paid out upon maturity.

Further information

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