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Is your SME’s succession planned and protected?

You have successfully built and managed a company and you now wish to hand over the reins to the next generation. Here it’s important to you that everything is handled correctly and there are no hidden risks waiting for your successor.

We help you to «clear the deck» so that nothing stands in the way of the handover and your company’s future is on a secure footing. A Helvetia specialist will be happy to discuss all the details with you in a personal consultation.

Five advantages of the right planning and forethought

Employee benefit scheme

Helvetia takes care of the occupational benefit scheme from A to Z for you, your business partners and employees. The comprehensive insurance is the ideal product for you here.

Daily sickness benefits and accident insurance

By concluding a daily sickness benefits insurance, you can cover the risk of continued payment of wages in the case of prolonged employee absences due to illness.

Pension planning

A current situation analysis will help you to set the right course. Our competent advisors are waiting to support you with the implementation of your plans. We guide you over the long term with targeted pension planning for your financial security in the later phase of your personal life, as well as for your company and your successor.

Protection for business partners

If something should happen to your business partners, the legal and financial affairs need to be regulated. This way, you protect your company from difficulties.

Risk management

Safeguard your company’s success by being able to recognise and assess the risks that change over the course of time. More about Helvetia risk management.

As an all-lines insurance provider, we aim to accompany you and your company, respond promptly to changed needs and support you on an ongoing basis. Contact us; we look forward to hearing from you.

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