We show you the right precautions to take to ensure that your partner and your family will continue to be well provided for in any situation.
As a responsible person, it is important to you that your partner and your children are able to live free of financial worries if anything happens to you. The whole life insurance enables your partner to cover fixed expenses with the capital paid out, so that they can maintain the standard of living they are used to.
As employed people, Monica and Martin have financial obligations and want to ensure the standard of living for their loved ones should one of them become unable to work due to an illness or an accident. With the earning disability pension you can create the necessary substitute income for yourself. This way, you are still able to maintain the standard of living you are used to no matter what happens.
You're in the middle of your professional life. In this situation you will live a freer, happier life knowing that you, your children and your partner enjoy financial security. A fund account offers you numerous pension solutions with attractive yield opportunities.
We offer you further products tailored to your needs, with which you can invest your money sensibly and, at the same time, make provisions for your retirement. Don’t forget that with certain products like the provisional insurance or the performance plan, you can even save taxes!
With the money you save you can fulfil your dreams – or pay tax. Do you want to pay less tax so you have more money to fulfil your dreams? We show you how that works with a tied provisional insurance policy.
With the tied pension provision (pillar 3a of the Swiss pension system), you can deduct the contributions you have paid into your pension over the year from your taxable income. Use the tax calculator to calculate how this affects your tax bill.
Monica and Martin are still in the middle of their professional lives and it's hard for them to think about retirement at the moment. However, the earlier you make provisions, the better you can protect yourself. A pension solution as part of pillar 3a also enables you to compensate income gaps, for example in case of long-term incapacity for work or following retirement. What's more, this variant offers you attractive tax benefits. Find out more about our pension options.
Our solutions will give you financial security. It's worth identifying the pension option that best suits you early on. Request a consultation now.