The core activity of FINAS Broker AG is the independent and neutral brokerage of financial and insurance services for private and corporate clients. This includes consulting and brokerage of insurance, pension and risk management, property and asset insurance, personal insurance, as well as financial planning and consulting. The company works with leading insurance companies and selected banking institutions, but remains independent and free in its choice.
AI-generated
Offering
Products & services
Industry:Insurance Brokerage & Consulting
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Insurance for private clients, assessment of underinsurance and overinsurance, clarification of needs, risk coverage, property and asset insurance as well as personal insurance.
Retirement and protection planning advisory
Provision planning for illness, accidents and death, coordination of personal insurance, benefits after retirement and an individual analysis of the protection situation.
Retirement advisory
Advice on receiving an annuity or withdrawing capital, early retirement and the implications for taxes and inheritance law.
Tax advisory
Tax optimisation, tax benefits of insurance and financial investments, and the tax consequences of owning property, inheritances and gifts.
Inheritance and beneficiary advisory
Advice on designating partners as beneficiaries, on inheritance law implications and on optimising the family and personal situation.
Investment advisory
Saving and investing, assessment of the risk profile, diversification, concentration risks and other investment opportunities beyond equities, bonds and funds.
Home ownership and financing advisory
Advice on home ownership, affordability, suitable financing, withdrawal from the pension fund or the Pillar 3, and the impact on protection and insurance.
Corporate insurance advisory
Property and asset insurance, coordination of personal insurance, cost-benefit ratio and ongoing monitoring of the insurance coverage.
Corporate risk management
Protection and risk management, assessment of property, asset and personal insurance and adaptation to the needs of companies.
Claims management
Support with the handling of claims, including managing correspondence, premium invoices and administrative processes.
Administrative insurance support
Checking premium invoices and correspondence, regular monitoring of insurance and adapting coverage to changing needs.