Insurance Protection
Existential risks are covered so that retirement planning and wealth building can function in the long term.
This does not replace wealth building, but rather protects it.
It is also important to note that not every insurance policy is necessary for every situation. Insurance should:
be understandable
suit your life situation
make financial sense
be reviewed regularly
Your insurance protection options
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Inability to work
Protection of the workforce should the current occupation no longer be able to be performed
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liability insurance
Protection for policyholders and their families against third-party claims for damages caused
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household insurance
Protection for furnishings, everyday items, and consumables in a private household
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Legal protection
for the protection of legal interests (e.g., attorney's fees and court costs)
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dental supplement
Protection for treatments and dentures as well as prophylaxis
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additional insurances
individually appropriate - depending on life situation and assets
Our other areas of expertise
Retirement Planning
By now, it is clear that the statutory pension will not be sufficient for many people. Supplementary retirement planning can help to close financing gaps at an early stage.
We can help you find a suitable and realistic retirement planning solution.
Investment
In addition to insurance protection and retirement planning, targeted wealth growth is becoming increasingly important. Long-term investments offer the opportunity to expand your financial flexibility.
We can help you develop a suitable investment strategy.