kessX GmbH provides pension and insurance advice and coaching to private clients, companies and institutions on insurance, retirement planning and financial matters. Services include situational analyses, risk analysis, retirement preparation, legal advance directives and insurance management; the company is registered with FINMA as an unbound insurance broker and can manage clients' insurance portfolios.
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Industry:Insurance Brokerage & Consulting
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Independent, customer-oriented advice on insurance analysis, retirement planning and risks; incl. situation analysis, preparation for retirement, legal planning, risk analysis and insurance management.
Situation Analysis
Overview of insurance policies and retirement documents; identification of double insurance coverage, insurance gaps and missing retirement documents in the areas of property, assets, personal and retirement planning.
Preparation for Retirement
Advice on retirement planning, including questions about pension amount, partial lump-sum withdrawal and early retirement; joint clarification of the financial situation before retirement.
Legal Planning
Advice on power of attorney for personal affairs (Vorsorgeauftrag), advance directives for patients, wills and inheritance contracts; support in preparing legal documents for incapacity to make decisions or in the event of death.
Risk Analysis
Determination of risk appetite and capacity to bear risk; proposal of a suitable insurance portfolio and review of existing retirement documents for completeness and need for adjustment.
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