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Payment plan

Product image Payment Plan
Product image Payment Plan

Financial independence and long-term planning security – the Helvetia payment plan makes it possible to realise a wide variety of future plans.

  • Professional investment management throughout the term of the contract
  • Maximum planning security thanks to guaranteed, regular payments
  • Additional return opportunities through participation in financial markets
  • Flexible formation of build-up and pay-out phases
  • Capital accumulation via periodic savings amounts or a one-off investment
  • Tax-privileged payements

Planning security

Regular payouts are particularly advantageous in view of retirement - they create financial scope for the nice extras or bridge income gaps in the event of early retirement.

Disbursement plan with periodic investments

Not every customer has the financial means to make a major one-off investment. Helvetia is the only insurance company in Switzerland to offer the option of building up capital for a payout plan with regular savings amounts.

Further information

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