Unsere Mandanten und seine Bedürfnisse stehen im Vordergrund.
Nach einer ausführlichen Analyse über bestehende Versicherungsvertäge und der finziellen Situation des Mandanten, erarbeiten wir ein maßgeschneidertes Konzept. Es werden... Überversicherungen und Versicherungslücken aufgezeigt. Verbesserungen in Preis und Leistung sind in 90% der Fälle zu realisieren.
Die Optimierungen lassen sich sohwohl im Versicherungsbereich, aber auch durch günstigere Kreditzinsen der höheren Guthabenzinsen realisieren.
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Profile active since 08/10/2020 | Last update: 02/23/2024
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Experiences with other service providers in the industry Financial Services
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