The core activity of Keller Beratungen is the independent consulting and brokerage of insurance, pension products and real estate for private individuals and companies. This also includes the creation of risk analyses, pension analyses, retirement planning and financial planning. The company also offers consulting services for the creation of individual solutions in the areas of pension planning, insurance and asset planning.
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Products & services
Industry:Insurance Brokerage & Consulting
✓ Offered5
Insurance consulting
Insurance consulting, insurance administration and support for companies, institutions, self-employed professionals and private individuals; review, updating and management of insurance contracts as well as assistance in the event of a claim.
Insurance portfolio analysis
Review and assessment of existing insurance portfolios with submission to insurance companies, comparison quotes, evaluation, recommendations and preparation of subsequent changes at renewal.
Insurance servicing
Ongoing advice, support and accompaniment in the insurance sector, including correspondence address and assistance with administrative processing.
Pension provision analysis
Analysis of personal provision with calculation of entitlements vis-à-vis AHV, IV, BVG and UVG, overview of the provision status and proposals for closing provision gaps.
Pension planning
Planning the transition into retirement with scenarios for retirement dates, AHV early withdrawal or deferral, lump-sum or pension question, pension fund options and budget optimisation.
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