Provision for old age and death – right! But how?
Are you and your dependents really well protected? – Check out our pension advice now!
Book your 100% free consultation appointment and learn how you can close pension gaps!
100% free of charge & without obligation
Individual analysis of your pension situation
Securing your personal standard of living now
With us you are prepared for all life situations
Private pension provision at the highest level
So that your third pillar really supports you
Are you looking for a strong life insurance policy?
In Switzerland, you have several options for pension provision. While the statutory options AHV and pension provide a solid foundation, they are only two pillars. The third pillar concerns private pension provision. For reliable coverage in every situation in life, it is advisable to rely on all three pillars.
However, especially in the area of life insurance, there are many providers and different financing options. You can easily get lost in the process. We will be happy to advise you in detail and take your individual life situation into account.
Gerade im Bereich der Lebensversicherungen gibt es jedoch viele Anbieter und unterschiedliche Finanzierungsoptionen. Leicht können Sie den Überblick verlieren. Hier beraten wir Sie gerne ausführlich und berücksichtigen dabei Ihre individuelle Lebenssituation.
Pension Provision advice that is customizedto your needs
You can quickly feel lost in the maze of numerous insurance options. With our professional tools, we create a clear list of your options and focus on what is important to you.
A consultation with us is completely non-binding and saves your valuable time. However, if you wish, we will also be happy to assist you in concluding a specific life insurance policy.
100% free of charge & without obligation
Stress-free to the best insurance
Pension provision, provision for occupational disability or protection for your dependents in the event of death? All these benefits can be provided with the help of a combination of statutory and private insurance. However, there are differences in the scope of benefits, the type of financing and the ongoing costs.
That’s why an individual pension consultation is worthwhile in any case.
- Identify pension gaps and close them in good time.
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We look at the cases in which your existing insurance policies are really effective and show you how you can close any gaps in your provision in the best possible way.
- Leverage your life insurance policy’s settlement potential.
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Depending on the pension plan you choose, you can deduct some or even all of your contributions from your taxes. We can advise you on both restricted pension provision (pillar 3a) and unrestricted pension provision (pillar 3b).
- Finding individual pension models.
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Not only in terms of the benefits covered, but also with regard to the savings and equity portion, there is a margin with different providers. Together, we will find the right model for you.
- A worry-free view toward the future.
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When you know that you and your loved ones are well protected, you can look to the future with peace of mind.
- Secure your living standard even in crises.
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Statutory insurance secures your existence, but with the help of private pension provision you can also maintain your personal living standard. Find out how this is possible in your individual pension consultation.
100% free of charge & without obligation
Why pension advice is always worthwhile
Regardless of whether you decide to take out insurance or not – you will definitely take these benefits with you from your pension advice:
You receive a professional assessment of your current pension situation
As insurance experts, we are very familiar with the pitfalls and details of the insurance system. We show you in which cases your existing insurance policies are effective and advise you on insurance solutions that cover other important areas and incidents.
In addition, we compare tariffs and offers for you, so that you can better find your way through the maze of insurance offers. We will provide you with all the information you need to make a decision.
You will learn how to save taxes on the third pillar
When choosing life insurance or other pension benefits, the focus is often on costs and benefits. But it is also worth considering the tax savings potential of insurance companies. Depending on the type of insurance, the premiums can be tax-deductible or it is possible to be exempt from income tax when the saved capital is paid out.
Here, too, we will advise you and find the best options to ensure that you are well insured and well positioned for tax purposes.
You are well informed about the ideal time to take precautionary measures
Pension provision in particular is an unpopular topic that is often put off. But it always pays to take out a policy at a young age. Long-term savings goals can be achieved more quickly and easily. It is also worthwhile, for example, if you are planning to marry or start a family, to ensure that your spouse and children are protected in advance.
This also means that the retirement planning decisions you make now can have a significant impact on your future. This means that investing time in a pension consultation pays off in both the short and long term.
100% free of charge & without obligation
Customer experience
Familie Beigi, Lenzburg
“We are very satisfied with the advice provided. Not only did we receive the best offer for our pension situation and were informed of all the advantages and disadvantages of these insurances, but we also received a full review and advice on our current situation. “
“We can highly recommend the company e-broker AG and its team for a consultation for the insurance and pension situation. “
6 questions you will no longer ask yourself after a pension consultation
What insurance do I need for a strong 3rd pillar?
Life insurance, family insurance, endowment insurance – we bring light into the darkness and enlighten you about the different insurance options.
Do my insurance policies really meet my individual needs?
During your consultation, we take the time to find out your ideas and needs, because we focus on you and your family.
Can I trust that my family pension plan will provide good protection for my loved ones?
Parental leave, illness, the children’s education and provision for the partner are just a few points that need to be considered. After your pension consultation, you no longer need to worry that these points have not been taken into account.
Is insurance with a high savings or fund/stock component more suitable for me?
When designing your pension plan, you benefit on the one hand from the flexibility of the model, but on the other hand not every type of investment is suitable for every case. Together, we will examine your risk tolerance and find the right insurance plan for you.
Do I already have to make provisions now?
Even if the situation for which you want to make provision may still be a long way off, it makes sense to find out about the third pillar and life insurance early on so as not to miss the ideal time to take out.
Can I maintain my personal living standard in time of crisis?
You have worked hard to achieve your living standard. However, the situation can change quickly due to misfortune. While the state secures your existence, you have to take action yourself to maintain your living standard, for example with the help of a chapter or life insurance policy.
100% free of charge & without obligation
The professional advice on pension provision with the help of the third pillar
With our advice, your pension provision is on solid ground. We help you with retirement and family provision, compare tariffs, submit an offer and assist you in concluding a contract.
100% free of charge & without obligation
Reserve your completely free pension consultation now and check your insurance situation:
Based on your individual situation and your pension needs as an individual or family, we clarify the following questions so that you can look to the future with confidence.
- To what extent are you already covered by law?
- What additional options are there for family provision and pension provision?
- Does a classic life insurance policy or a more return-oriented pension plan suit you better?
It’s never too early to make provisions for emergencies! Save yourself sleepless nights and hours of rolling through documents and comparing tariffs. With professional pension advice, you will be well informed in a short time and will no longer have to postpone these important decisions.
100% free of charge & without obligation
3 steps to optimal prevention
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Book an appointment for your personal, free consultation now
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Your personal advisor will contact you as soon as possible
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You make the necessary decisions for a perfect coverage for you and your family
100% free of charge & without obligation
About us
e-broker AG is your contact for insurance questions of all kinds.
With our free comparison calculators and our professional consultants, we offer you orientation in the insurance maze. We advise both private and business customers in Switzerland. Whether household, vehicle, building, pension or health insurance, we are familiar with all relevant insurances and always find the best solution so that you, your loved ones and your company are always stress-free and ideally insured.
Don’t just choose any insurance. Choose YOUR insurance, customized just for you!
We look forward to consulting with you soon. Our insurance experts are available to answer all your questions about third pillar, pillar 3a or 3b and life insurance. Book your appointment now to benefit from our 100% free consultation!
Are you still unsure whether you really need life insurance or other retirement benefits, or would you like to learn how our recommendations are made? No problem, our consultants are here for you.
Just leave us your contact information and we will get back to you.
100% free of charge & without obligation
