The fund-tied insurance Helvetia Performance Plan allows you to benefit from attractive yield opportunities from first-rate fund investments. At the same time, you are individually hedging your financial obligations thanks to a guaranteed lump-sum payable on death.
At the end of the contract, you or the person designated as your beneficiary will receive the value of the fund credit.
If you die before the end of contract, your beneficiaries will receive the value of the fund credit, at the least, however, the contractually guaranteed lump-sum payable on death.
You bear the responsibility for your family and would like to protect this financially in the event of your death. At the same time, you would like to save regularly with good potential yields.
You have a sum at your disposal, which you wish to invest profitably in investment funds. At the same time, a lump-sum payable on death is important to you for the financial protection of your dependants.
With the individually selected funds, you can make targeted use of market opportunities and can thus build up capital over the long term. The funds can be selected in line with your personal investor profile.