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Private Clients - Switzerland

Life Plan

The ideal pension solution for reliably planning your income situation when you retire, or to bridge an income shortfall in the event of early retirement.

What You Should Know about Life Plan

  • Financing via a single premium
  • A way of topping up future benefits and maintaining your standard of living after retirement
  • Financial security for your family or other persons close to you if you die during the premium payment period

Your Needs

  • You want to ensure your income after retirement
  • You want a safe investment for your capital so as to bridge a potential income shortfall in the event of early retirement
  • You need supplemental income when you retire that can be designed to precisely match your plans

How You Benefit

  • Safeguard your income for a desired period, e.g. in the event of early retirement
  • During the payment phase, tax-optimized payment of benefits in installments since only interest income and any surpluses are subject to income tax
  • Insured survival benefit: agreed benefit installment plus any accrued surpluses
  • Financial security for beneficiary/beneficiaries if the insured person dies
  • Guaranteed interest rate over the entire term

Helping You Find the Right Pension Solution

Pension solutions must suit your lifestyle, not the other way around.
We will be happy to advise you.

 

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Advice and Contact

Telephone 0848 880 844  

 

Personal Consultation

Pension solutions must suit your lifestyle, not the other way around. We will be happy to advise you.

Purchase Orders & Downloads

We will gladly provide you with copies of our Brochures & Publications free of charge.

Calculation

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