Three in one: this life insurance allows you to benefit from attractive potential returns, integrated capital protection and a guaranteed lump sum payable on death.
Benefits
Potential returns
Attractive capital protection
No health questions up to CHF 300,000
Tax advantages
Overall rating
4.3/5
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How financial investment with capital protection works
With our INVESTA Safe life insurance, you make an initial one-time deposit of at least CHF 10,000. This will allow you to benefit from integrated capital protection, potential returns on expiry of your insurance and a guaranteed lump sum death benefit from the first day. So your loved ones will be protected if anything happens to you.
Your benefits
A clever combination
Insurance and attractive capital investments.
Attractive capital protection with potential returns
Guaranteed death benefit from day one of the cover
No health questions up to CHF 300,000
Tax advantages if it is taken out before your 66th birthday
Privileged inheritance and bankruptcy rules
Für diverse Lebenssituationen
Die Versicherung deckt auch den Ausfall von:
Selbstständigerwerbenden
Nichterwerbstätigen
Personen in der Familienbetreuung
Financial investment with capital protection at a glance
Personal pension consultation for you
For an analysis of your situation and personalised quotes.
Practical example
Limited supply
There are a limited number of policies available. A similar product will be on offer from mid-August onwards.
People aged between 50 and 70, who want to invest their money securely while ensuring potential returns and protecting their surviving dependants, can benefit from this insurance.
You can take out this insurance between the ages of 50 and 70 years, which allows you to benefit optimally from tax advantages.
This insurance has limited availability, both in terms of the time period within which it is available and the volume. Priority will be based on receipt of application and deposit. You can take out this insurance from 15 August to 22 November 2024. The starting date of the insurance is 1 December 2024.
Missed the current offer? We will offer a new insurance policy with capital protection soon.
The contract runs for 10 years.
You make a one-off investment of at least CHF 10,000 at the beginning of the contract.
You can name anyone you like as the beneficiary. The choice is yours.
Yes, you can do either at any time.
You can pledge or withdraw your capital within the context of the Ordinance on the Promotion of Home Ownership using Occupational Pension Benefits.
This document is intended solely for information and advertising purposes and constitutes neither an offer nor an insurance application or financial service. It is not a substitute for advice or an audit under tax law and does not form part of the contract. The INVESTA Safe General Policy Conditions (GPC) apply. If any of the information in this document deviates from the GPCs, the GPCs apply. All capital investments involve risk, especially value and return fluctuations. Past performance is not an indicator of current or future performance. The equivalent value of the certificate can be put at risk if the issuer becomes insolvent. This may mean that the benefits of your life insurance in the event of survival are lower or even zero.
Our expert advisors will help you to find the perfect insurance coverage in every phase of life. If you have a specific question about an insurance policy, we will answer it quickly and expertly.
If you would like a better understanding of your overall situation, we will work with you to analyse your needs and goals. We will recommend the right solutions for your insurance coverage and your financial security.
The advice is free of charge, with no strings attached. You choose the time and place.