Insurance & Finance for Berlin/Brandenburg
The topic "insurance" does not exactly cause comfort for many consumers. Insurance companies primarily cost money, but only provide benefits if something should happen, or sometimes it is more than
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questionable whether the projected benefits (e.g. in pension insurance, Riester pension, company pension plan, etc.) are actually fulfilled....so you can almost say that you are actually making a bet with the respective insurance company. Whether you then win, or the companies collect premiums for years and never have to provide a benefit, is uncertain.
Therefore, many clients ask themselves whether all these insurances, such as occupational disability insurance, pension insurance, household insurance, legal protection & Co. are needed at all.
This is where we come in. Below you will find a brief summary of how we structure our consulting services:
First of all, we discuss your current situation, family, professional, financial and create your personal actual status. This status is the basis for all actions and recommendations, because we can see exactly what is important to you, what is necessary and which insurance areas are completely superfluous. A small example: You can see from your status (concept) exactly in which phases of your life you will receive support from the state (e.g. incapacity to work, pension provision, etc.) and how much this support will be. Based on your wishes and concept, we can then see exactly whether or not there is a "gap" between benefits and your concept.
Only then do we see whether you have insurance for these "gaps" and check whether the benefits are sufficient, the deposited conditions are customer-friendly and whether the premiums are in a reasonable ratio.
As you can see, the procedure is similar to that of your family doctor, i.e. first the examination, then the diagnosis, followed by the treatment and after completion the continuous control.
You will receive all recommendations objectively, independently and individually tailored to your interests and requirements.
If we have aroused your curiosity a little, just give us a call or send us an email. We will be happy to answer your questions and show you our complete range of consulting services.
03371 5987037
info@makler-kulinna.de
With one call we can start clarifying your questions.
We look forward to meeting you.
