Social insurance review

This makes perfect sense in order to check whether the insurance cover is sufficient or whether there is even overinsurance. Subsequently, the appropriate measures can be implemented in the event of overinsurance or underinsurance.

Firstly, there are the benefits from the 1st pillar (AHV/IV). These are supplemented by benefits from the 2nd pillar (accident insurance/pension fund). If there is a voluntary 3rd pillar (e.g. life insurance), the family is financially supported by additional benefits.

It is worth checking your AHV, pension fund and pillar 3a benefits with a view to retiring at the age of 50. This will leave you time to close any gaps. We will be happy to provide you with a comprehensive overview of your financial and tax prospects.