The company's core activity is the brokerage business in the field of insurance and pension planning, including the analysis and optimization of insurance portfolios, the placement of pension and mortgage solutions, as well as consulting on the selection of health insurance.
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.
Brokerage mandate, insurance portfolio management, personalised support and optimisation of coverage according to the client’s needs and situation.
Retirement planning / Mortgage
Retirement planning and mortgage solutions and strategies, with support to optimise the financial situation, manage liabilities and benefit from tax advantages.
Occupational pension (BVG)
Occupational pension of the 2nd pillar, optimal management of vested termination benefits and free search for forgotten assets via an online form.
Health insurance
LaMal comparison and optimisation of coverage for supplementary insurance (LCA), with advice to choose the appropriate cover and LaMal switching service.
Knowledge
No knowledge articles yet
Once My prévoyance Sàrl has claimed this profile, we'll publish editorial articles and case studies here together.