Pension Planning Advice

The Vorsorge- & Finanzberatung Studer GmbH has as access to all insurance companies in Switzerland. We concentrate on the life insurance und pension fund business.

Pension Planning questions typically appear in situations such as:

- marriage / concubinage
- starting a family
- purchase of real estate
- change of employer
- being self employed
- retirement
- care dependency
- legacy

Examples from our daily practice:

A couple living in concubinage is interested in real estate. After a throughout analysis and consultation the couple decides to:
- sign a contract of concubinage
- write down their will
- do the paperwork with their pension companies
- apply for life risk insurances

A divorced entrepreneur lives in concubinage. After an extensive analysis he decides to:
- to sign over some of his property
- to write down his will
- to apply for a life insurance

Our most important pension planning partners:

www.swisslife.ch
www.axa-winterthur.ch
www.helvetia.ch
www.basler.ch
www.ökk.ch
www.generali.ch
www.pkpro.ch