Optimize your financial security with our expertise in life insurance
Life insurance, the preferred investment for the French, is an ideal solution for building long-term capital. Thanks to flexible payments, it allows you to save for your future projects and guarantee additional income upon retirement. This investment offers numerous advantages, such as favorable tax treatment, secure transfer of your capital, and the possibility of receiving an annuity. Take advantage of this opportunity to secure your financial future and that of your loved ones.
We offer a wide range of investment vehicles as part of our life insurance, allowing you to customize your choices according to your financial goals. From secure euro funds to dynamic unit-linked plans, you have the freedom to choose the ideal combination to optimize your savings while benefiting from advantageous tax treatment.
Our life insurance experts will provide personalized advice, taking the time to understand your goals and priorities. With our tailored approach, we help you make the right choices to maximize your savings, optimize your taxes, and ensure a secure financial future for you and your loved ones.
Our life insurance offers a wide range of products and management options, allowing you to choose from flexible and efficient solutions. Whether you want to secure your savings, invest in diversified funds, or prepare for your retirement, our life insurance products are designed to meet your needs at every stage of your financial life.
The life insurance funds we select are among the best on the market, offering competitive returns and professional management. This allows you to grow your capital while benefiting from the security and flexibility offered by life insurance, whether for a long-term investment or for a specific project.
Explore the essential data on life insurance: popularity, returns, investments, and tax benefits
Tax reduction
L’life insurance allows you a optimal diversification of your investments, with the possibility of investing in secure funds in euros or in dynamic units of account to maximize your profitability.
The management fees can affect the performance of your contract. It is therefore crucial to compare offers and opt for solutions with lower fees to increase your earnings.
L’tax advantage life insurance, particularly for the transfer of your capital, allows you to transfer a heritage to your beneficiaries by benefiting from a reduced taxation, thus optimizing your succession.
We answer common questions about our life insurance service.
Whether you want to secure your savings, optimize your taxes or prepare for the transfer of your capital, we offer you personalized solutions. Take advantage of tax advantages life insurance, particularly in terms of inheritance, and benefit from tailor-made advice to maximize your gains while reducing your taxes.
Life insurance allows you to diversify your investments, with secure options like euro funds and more dynamic options like unit-linked funds. It also offers tax benefits, particularly for transferring your capital to your beneficiaries, and allows you to structure your savings according to your financial goals.
Life insurance benefits from a advantageous taxation, especially in the event of transfer. You can transfer your capital to your beneficiaries with significant tax reductions. In addition, gains generated within the framework of life insurance benefit from favorable taxation, particularly after 8 years of contract.
You have the choice between free management or managed managementFree management allows you to choose your investments, while managed management relies on experts who adjust your investments according to your investor profile and your financial objectives.
There dismembered beneficiary clause allows you to separate the usufruct and bare ownership of your capital. This allows your beneficiaries to benefit immediately, while optimizing the transfer of assets and reducing inheritance tax. This can be particularly advantageous for ensuring the protection of your capital.
Découvrez les retours de nos clients sur notre service d’assurance vie personnalisé et performant.
Thanks to the support of the Financial Advisor Geneva team, I was able to secure my savings while optimizing my tax situation. The service is personalized, and the advice is clear and effective. I feel reassured about the future of my assets.
Contact us today for personalized and professional financial advice.
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