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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingEffingenVersicherungstreuhand Beni Egloff
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Versicherungstreuhand Beni Egloff

Summary

About the company

The core activity of the company "Versicherungstreuhand Beni Egloff" is the consulting and brokerage of insurance, pension products and allfinanz solutions for private individuals and companies. This includes in particular the consulting and brokerage of life insurance, daily sickness benefit insurance, pension products such as 3a bank accounts and tied life insurance, as well as support in setting up companies.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered4
Insurance advice
Independent advice on private liability, household contents, motor vehicle, buildings, legal expenses and life insurance; support in selecting the appropriate insurance cover.
Retirement planning advice
Advice on protection against disability or death as well as for retirement/old age; with bank savings account, 3a bank account, funds, life insurance and 3a tied life insurance.
Wealth management advice
Advice on investing assets and on tax optimization, including selection of suitable solutions in the private financial sector.
Company formation advice
Advice on taking the step into self-employment and on setting up your own company, with questions regarding liability, sickness daily allowance, accident, pension provision and property insurance.
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Location

Ob dem Dorf 336
5078 Effingen

At a glance

Legal form
Sole proprietorship
UID
CHE-385.339.170
Founded
2022 · 4 years
Last commercial register change
January 7, 2022
Employees
1 to 10

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