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 Leipzig & Mallorca 

Crisis check for your investment depot and contracts

The facts:

  • Profitability review of existing insurance and investment products.
  • Examination of crisis resistance
  • Recommendations for action to optimize and reduce legal risks
  • Examination of possible cost reduction by up to 50%
  • Possible increase in earnings by up to 100%

Service description:

With the financial appraisal, we analyze your existing financial and insurance contracts for reasonableness, crisis resistance, costs and profitability. You will find out exactly whether the continuation is worthwhile or which alternative courses of action are available to you. The analysis mainly serves insurance-based pension products such as life/annuity insurance, classic and fund-based, or existing investment portfolios. As a result, you will find out how safe your investment strategy is even in the event of a major crisis, what return after costs and taxes you will receive as a customer, and whether the investment is worthwhile for you in the long term.

Who is it suitable for?

For all those who want to have their portfolio or their entire investment strategy reviewed independently and specifically with a view to coming crises, since security and the preservation of purchasing power are most important to them. Maybe you are not satisfied with your current financial products and want to know if it makes sense to stay invested. If you want to know what the costs of your financial product are and how they affect your planning in the long term. Which action alternatives are available to you with your current product and how you can optimize them.

What are the benefits for you?

  • You know whether your current product is profitable for you or not.
  • You will learn which risks to consider in the event of major economic and financial crises
  • Which costs your product has and how this affects the return on investment
  • Whether there are optimization possibilities for your products
  • Which possibilities of action you have
  • How you can reduce costs by up to 50%
  • How you can increase returns by up to 100%
Free strategic consultation