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Jossi Strategy

Summary

About the company

Jossi Strategy provides advisory services in insurance, pension and retirement planning, investment and mortgage advice, and tax and wealth-planning.

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Products & services

Industry:Insurance Brokerage & Consulting

✓ Offered10

Insurance advisory for individuals and businesses

Needs analysis, arranging insurance policies and advice on mandatory or recommended coverages for both individuals and businesses.

SME Insurance

Insurance advice for SMEs, identifying risks, optimising existing cover, protecting the company and employees, business liability, loss of profits, technical insurance and occupational pension provision.

Claims management

Optimised claims handling for SMEs, structured processing of files, defending the client’s interests and follow-up with insurance companies.

Advisory on choosing an insurer

Objective comparison of coverages, terms and costs with the main insurance companies in Switzerland to propose solutions tailored to the company’s needs.

Investment advisory

Analysis of the investor profile, diversification of investments and proposal of tailored investment solutions according to objectives and financial capacity.

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Jossi Strategy

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Jossi Strategy

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