The core activity of SecureLife is consulting and brokering pension and insurance solutions in Switzerland. The company offers individual pension plans that complement the mandatory pension provision in Switzerland. SecureLife's experts have over 15 years of experience in the insurance industry and provide independent consulting services.
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Industry:Insurance Brokerage & Consulting
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Comprehensive analysis of the personal and professional situation, assessment of the three pillars, identification of gaps or overcoverage, tax optimisation and regular strategic follow-up.
Risk management
Analysis of the risks related to the personal and professional situation, identification of inconsistencies in coverage and adjustments to the strategy over time.
Tax optimisation
Tax optimisation linked to the retirement planning strategy, integrated into the situation analysis and adjustments as life evolves.
Retirement planning advice for young professionals
Session for young professionals after the CFC to understand their situation, insurance coverage and taxes, and to establish retirement planning foundations for the start of their career.
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