Financial consultation checklist
Füllen Sie bitte nachfolgendes Formular aus und Sie erhalten eine E-Mail mit dem Download-Link.
Bitte prüfen Sie auch Ihren Spam-Ordner.
We take on the position of insurance trustee and check if your insurance coverage matches your current life situation. We manage your insurance policies, help you in the event of a claim, determine if there is an overinsurance or an underinsurance and make relevant recommendations.
We advise you in every life situation and examine your insurance situation. By doing this, we often discover gaps and overlaps and optimize premiums. We analyse your portfolio and risks, define your needs together, optimise your insurance products and review them continuously.
You may give us a mandate to manage your insurance portfolio. Our services are directly settled via the brokerage agreements with the insurance companies and therefore, no costs will arise for you.
A precise risk analysis will help recognizing economically relevant threats. Risks can be avoided, mitigated, shifted or carried by yourself. We help you to assess your individual financial threats.
Having many years of experience, we provide competent advice in the event of a claim. We correspond with the insurance companies and always negotiate in your best interest.
We support you on all aspects of life.
Füllen Sie bitte nachfolgendes Formular aus und Sie erhalten eine E-Mail mit dem Download-Link.
Bitte prüfen Sie auch Ihren Spam-Ordner.
Füllen Sie bitte nachfolgendes Formular aus und Sie erhalten eine E-Mail mit dem Download-Link.
Bitte prüfen Sie auch Ihren Spam-Ordner.