Insurances
Understanding and optimizing insurance coverage
I help you review your existing insurance coverage, avoid unnecessary costs, and close gaps - so you are protected without paying too much.
Challenge
Many people are either over-insured and spend unnecessarily large amounts of money - or under-insured and risk high costs in an emergency. Insurances are often complicated and difficult to compare, so customers can hardly recognize what they really need.
Content
My Approach
I analyze your existing policies and explain in an understandable way which insurances make sense and which don't. Together we develop insurance coverage that fits your life situation - regardless of insurances or commissions.
Inventory
Overview of your existing insurances and their benefits.
Needs Assessment
Recognize which risks should actually be insured.
Cost Optimization
Highlighting savings potential by canceling or adjusting.
Independent Recommendations
Recommendations without sales interest or commission.
Process
Contact
You describe your situation and goals to me.
Initial Consultation
We clarify your current coverage and priorities.
Detailed Consulting
Analysis, recommendations, and specific optimization proposals - always independent, without me earning from products or deals.
Support
Upon request, support with cancellation, new conclusion, or ongoing adjustments.
Transparent Prices
Clear costs, no hidden fees
My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.