Personal protection

As an insurance brokerage and service company, our pension consulting service gives you a comprehensive overview of your current situation, enabling us to determine whether pension cover is right for you. We assess not only the level of your benefits, but also their cost.

Our analysis enables us to measure the effects on your family’s financial equilibrium in the event of an unexpected event, such as disability or death from illness or accident. In the event of proven contingencies, our advisors, all experts in their fields, will provide you with contingency solutions tailored to your circumstances. What’s more, our synergy with Argos Patrimoine enables us to offer you an optimal service in terms of “wealth and financial planning”, to help you make the best decisions and investment choices for your retirement and pre-retirement.

Our services and our commitment:

  • Analysis of insurance portfolios.
  • Analysis of costs and benefits paid.
  • Highlighting potential improvements and savings.
  • Drafting of calls for tender.
  • Negotiation with insurance companies/partners.
  • Setting up/adapting fonts.
  • Market news presentation.
  • Legal and administrative watch.
  • Periodic summary of benefits coverage.
  • Financial planning for working and retired customers.
  • Life insurance.
  • Taxation of pension plans.

We offer you a comprehensive service that’s as close as possible to your needs and the realities of the market: our approach includes analysis of your insurance portfolio, cost negotiation, general administration, and competitive intelligence.

  • Declarations, control and transfer of parts.
  • Follow-up of files / reminders.
  • Compensation control.
  • Support and guidance for complex claims.

Handling claims can be a heavy administrative task, which is why our teams are there for you every day to take the strain and assist you. We do our utmost to answer your questions and defend your interests and rights.

  • Loss of earnings in the event of illness.
  • Occupational pension plans (BVG).
  • Risk reinsurance (congruent, stop loss, etc.).
  • Provident cover for expatriates (care, risks and retirement).
  • Compulsory accident insurance LAA and supplementary/excess insurance

With 15 years’ experience, we can advise and assist you with all your insurance and pension needs, both in Switzerland and abroad.