Financial investment with capital protection
You make a one-off investment of at least CHF 10,000. When your insurance solution expires, you benefit from capital protection that safeguards your money against price collapses, while also giving you the opportunity to profit from price gains. If anything happens to you, your family members will enjoy financial protection thanks to the lump sum death benefit, It will be paid out to your loved ones whatever happens, even if they renounce their inheritance.  

Why should I choose this solution?
With this investment, you will receive the payout tax-free. The condition is that you must have taken out the investment with capital protection before your 66th birthday.

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Single-premium life insurance 
You make a one-off investment of at least CHF 30,000 and benefit from attractive potential returns. You can choose whether to invest in a pillar 3a or pillar 3b account. The saved capital is then paid out to you at the end of the contract term. If anything happens to you, your family members will enjoy financial protection thanks to the lump sum death benefit, It will be paid out to them whatever happens, even if they renounce their inheritance. 

Why should I choose this solution?
With this life insurance, you can grow your capital with excellent investment plans. You also provide financial security for your family in the event of your death.

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Vested benefits policy 
With the vested benefits policy, you can deposit your pension fund assets for a longer period of time. This may be necessary if you go abroad, take a career break or start your own business. You pay in your pension fund assets once and we invest your money and pay interest on it. 

You will be able to draw on your capital in all of the cases provided for by law at any time. You can use it to fund or secure the purchase of a new home and, should anything happen to you, we will pay your surviving dependants 101% of the capital you invested.

Why should I choose this solution?
With the vested benefits policy, your pension fund assets will be well invested. The interest rate is guaranteed until the end of each year. You also have cost transparency.

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Investment plans
With us, you can use the savings premium of your unit-linked life insurance policy to invest. You can choose between different investment plans – classic or sustainable – depending on what suits you best. You also decide how high the proportion of shares should be. That depends on how much risk you are willing to take and how high you want your potential returns to be. Our experts actively manage your investments so that you achieve the best possible returns. 

Why should I choose this solution?
Our investment plans provide you with first-class investment solutions to suit different needs. This is done with professional support from experts – for maximum potential returns and broad risk diversification.

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Investment funds
Our investment funds are the perfect addition to your savings account. They give you the opportunity to achieve higher returns while keeping risk under control. No prior knowledge required. We have funds for every risk-return profile. A special extra: Generali is the only Swiss fund management company that does not charge any custody fees for managing your investments. 

Why should I choose this solution?
Choose our investment funds to earn higher returns than with a savings account and to keep risk under control – with zero custody fees.

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