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Guarantee plan – partially unit-linked life insurance

Helvetia Guarantee Plan
Helvetia Guarantee Plan

The Helvetia Guarantee Plan combines secure saving with the chance of additional returns from a broad-based investment strategy.

  • Guaranteed minimum benefits on expiration
  • Additional potential returns through the investment strategy of your choice
  • Gains generated are ploughed back to increase the guarantee amount
  • Tax advantages with Pillars 3a and 3b
  • Guaranteed benefit in the event of death
  • Additional cover possible for incapacity to work

Guarantee Plan life insurance – the pension solution for you?

This life insurance product combines guaranteed basic benefits with the chance of additional returns. It is suitable for customers looking for a balanced pension solution:

  • Systematic provision for retirement
  • Security for your financial obligations
  • Security for your family or partner in case you die

When you take out the life insurance, you know exactly what minimum benefit will be paid out on expiration. You can use any additional returns to increase the guaranteed minimum benefit.

A brief guide to the Guarantee Plan

Advisory meeting

Helvetia can help you find the best-possible solution to finance your retirement.

Guarantee Plan – the solution to match your needs

Secure your livelihood

Get tailored protection for yourself and your loved ones with a disability pension and lump-sum death benefit.

Save and realize your dreams

The premium waiver enables you to reach your savings target easily.

Invest money

The combination of guaranteed benefits and the chance of higher returns means your money is invested both securely and profitably.

Be financially independent

Systematic saving means you will have adequate financial means at your disposal even after your retire.
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