SERVICES
Management of your contracts:
Mandated by private individuals and national and international companies, our aim is to analyze your portfolio and your financial situation.
Your needs
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Advice on drawing up contracts, including the related administrative procedures.
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Analysis of your situation and insured benefits.
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Market comparison.
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Correspondence with insurers, checking premiums and invoices.
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Information on market developments.
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Advice on retirement planning
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Tax advice from our fiduciary partners.
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Assistance with mortgage applications to insurance companies and banks.
Solutions
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We can offer you the insurance products you need:
Personal insurance (private and professional group accident and sickness)
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Public liability insurance
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Property and business insurance (asset protection)
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Private and fleet vehicle insurance
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Legal protection (private, traffic and professional)
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Occupational pensions (2nd pillar)
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Private pension provision, 3rd pillar, investment and life annuities (preparation for retirement)