Risk management

Taxation

Certain products are tax advantageous compared to others, our mandate is therefore to analyze these elements in order to find the structure that best corresponds to your situation and thus optimize the value of your assets.

Engagements

An insurance strategy is a collaborative effort, so it is important that you notify us of any changes in your personal situation and any medical information that could have an impact on the development of the strategy adopted.

Independence

As a broker we are able to assure you total independence in the choice of protection products. We choose products and companies that take into account several criteria

• Promote the best quality/price ratio for the product

• Take into account our service experience regarding issuance and settlement

• Take into account the state of health and history of the applicant

We are a team of professionals familiar with the latest innovations in insurance protection. In each case, we support our clients with various tools such as a recommendations book, the most complete and precise needs analysis software in addition to an estate profitability calculator. We are able to advise you on insurance taxation and the demonstration of profitability and efficiency versus cost.