Überprüfung Sozialversicherungen

The social insurance review brings light into the darkness

Do your employees have questions about their AHV pension, occupational and private pension provision 3a and tax planning? We will be happy to support you with a social insurance review.

Does it make sense to check the social insurance of both partners when getting married?

Yes, this allows you to check whether the insurance cover is sufficient. In the event of overinsurance or underinsurance, appropriate measures can be taken.

Which social insurances support the family in the event of an incident?

Benefits from the 1st pillar (AHV/IV) supplemented by benefits from the 2nd pillar (accident insurance/pension fund) and any other benefits from the voluntary 3rd pillar (e.g. life insurance) support the family financially.

How do I keep track of my social insurance over the years?

At the age of 50 at the latest, it is worth reviewing your AHV, pension fund and pillar 3a benefits with a view to your future retirement. We will be happy to assist you with a comprehensive overview of your financial and tax prospects.

Are you interested in our services?

Find a contact person nearby!

Maria Kurmann

Branch Manager Willisau, Head of Payroll and Personnel Administration

Swiss Certified Social Insurance Expert, Swiss Certified Financial Planner

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