Without the constraints of pure product sales, we are independent and reputable consultants for our customers in all financial matters. We see ourselves as guides in the jungle of insurance tariffs and financial products. We inform our clients neutrally and create the necessary transparency so that they can make their decisions on a sound basis.
We see ourselves as personal advisors who are only legally obliged to serve the interests of their clients. The standard of our advice is always the question of what we would do ourselves from the perspective of our clients.
We have almost all product providers available, whose offer we evaluate independently and neutrally for you. We are not committed to a bank, insurance company, investment company or any other product partner, but only act as a representative of our clients’ interests.
By cooperating with specialized service providers, we are able to permanently filter the market and thus ensure high product quality. Our clients benefit from a regular review of their insurance contracts with corresponding recommendations for future adjustments.
Today, due to the constantly increasing competitive pressure, most insurance companies endeavor to make their products as incomparable as possible for the customer. Even with the help of internet comparison portals, the layperson practically fails to recognize the differences between the individual offers.
The focus is often only on the price and not on the performance.
Especially in the sensitive insurance sector, where long-term contracts are often entered into and where there are usually existential risks to be covered, errors in the conclusion of the contract only become apparent when it is too late.
The consequences are usually expensive and unfortunately can no longer be corrected.