Berufsverband deutscher Honorarberater
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policy check

The second opinion of an expert

Who does not know this: At some point in life an insurance policy is made and after that only the current contributions are paid. Although one is no longer sure, whether the contract is still current and fits your situation, one continues paying the contract.

2014 the "Wirtschaftswoche" asked already "Shall I terminate my life insurance now?" as the guaranteed interest rates and surpluses are lowered further and further. This is exactly the question you should ask yourself at regular intervals.

As part of the policy check-up we will answer the following questions for you:

  • Does this supply still fit my situation?
  • Do the conditions still meet the current market standard?
  • What is the cost of the policy?
  • Is this type of insurance really important in your case?
  • How profitable is the investment / life insurance?
  • Are there any gaps in the conditions that could cause problems when applying for benefits?

The check-up of existing policies is an important part of our work. Because only if you know where you are, you can plan your way to the goal!