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Insurance-Consulting

The excent provides an independent insurance consulting service. We choose the insurance companies we recommend in collaboration with an independent provider to ensure that our clients obtain optimal insurance coverage under the best conditions. We provide continuous management of our mandates and constantly check the quality of the service provided by the insurers.

 

Retirement
In addition to the first and second pillars of the Swiss retirement system, the third pillar offers the chance to ensure financial security and plan for retirement. A distinction is made between deductible (Pillar 3a) and non-deductible (pillar 3b) voluntary pension plans. Pillar 3a offers the opportunity to save on taxes. In contrast, pillar 3b usually enjoys no tax privileges, but gives you a greater degree of financial freedom.

Roger Schatt
Sachbearbeiter Unit I

Our services:

  • Retirement provision (2, 3a & 3b)
  • Risk assessment
  • Health insurance companies and supplementary insurances
  • Liability insurance
  • Household insurance
  • Antenatal insurances
  • Vehicle insurance
  • Legal expenses insurance
  • Building insurance
  • Travel insurance
  • Cadre unemployment insurance
  • Risk management
  • Portfolio support

Mit Versicherung wird das Grundprinzip der kollektiven Risikoübernahme (Äquivalenzprinzip) bezeichnet.

 

UND/ODER MIT IHR VERBUNDENE UNTERNEHMEN. ALLE RECHTE VORBEHALTEN. NUTZUNGSBEDINGUNGEN UND DATENSCHUTZ.

COPYRIGHT Excent 2018

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