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Insurance advisors in Geneva
Tanari Georges Bureau d'assurances Sàrl
Tanari Georges Bureau d'assurances Sàrl
Insurance advisors in Geneva
Gallery (1)
Tanari Georges Bureau d'assurances Sàrl – Contacts & Location
Description
A global approach to meet all your needs
You no longer have to worry about negotiating and monitoring your contracts
with your various insurance companies or handling relations with them,
I do it for you. It's what I do for a living!
And what's more, this type of service is not just for you.
Furthermore, this type of mandate generates no costs or fees for you on my part.
Because all recognized insurance brokers, are commissioned by the insurance companies,
and do so in a perfectly transparent and equal manner... so with no conflicts of interest...
Private insurance
I offer you the full range of private insurance:
- Private civil liability (RC) & household
- Building insurance
- Health insurance (including expatriate coverage)
- Motor vehicle insurance
- Legal protection
- Life insurance and pensions
- Mortgage
The choice of company will be guided by the scope of benefits desired, by the level of premium.
Professional insurance
As a first step, I propose to carry out an audit of your insurance coverage and needs according to the process below:
- Portfolio analysis
- Risk analysis
- Tender calls and comparisons .
- Restructuring and cost optimization
This applies to all the coverage needs your company requires.
- RC Tort Liability
- business (merchant craftsman etc)
- professional (lawyer trustee administrator doctor etc)
- Managing body insurance: protects the managers of a company from fault on their part in the management of the company.
- Commerce (fire, theft, water damage)
- Loss of business
in the event of insured damage, the company will have to cease its activity while the damage is repaired, during which time the fixed costs continue to run but no sales are generated, this cover also continues to deploy its effect during the restart phase.
Loss of business will make up for this loss of earnings
- Machine breakage and Casco machine
- Key man
Assured the absence of the person on whom the running of the business relies.
This is particularly important during the start-up phase when the business relies entirely on the project designer
- Loss of earnings due to illness
- Accident LAA and complementary LAA
- Pension BVG and framework plan
Private pension provision
A comprehensive approach meets all your pension-related needs.
This global approach is based on an analysis to know exactly your coverage needs and optimize your taxation.
The following factors are taken into account
- capital for retirement
- death benefit
- disability pension
To carry out this analysis the following documents are required
1. Copy of pension fund certificate
2. Existing insurance contract(s)
3. Mortgage contract, for homeowners
4. Last tax return
Life insurance
Pure risk insurance (Death benefit)
In order to protect your loved ones in the event of death it is possible to insure a capital sum.
This capital can be either constant or decreasing.
Mortgage
If you wish to finance the acquisition of a property, I can assist you in finding the best financing solution.
All financial institutions apply the same basic rule. The total theoretical costs of your property must not exceed 1/3 of your income. You can download the excel file to determine whether you comply with this rule.
To calculate your personal mortgage charge, please download the excel file 40.5 Kb
Investment
If you'd like to diversify your savings into solutions other than life insurance products, I can suggest various investment options.
If you're ready to invest part of your savings in EURO, there are some very good investment opportunities in the German real estate market.
I'll be able to tell you more in an interview if you'd like to invest on an individual basis, such as certain pension funds.
Structured products in SWISS FRANK with the option of a 100% capital guarantee
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- Pension solution
- Safe certificate
- Step certificate
- English,French
- By telephone,In-store,Online
- Accident insurance,Building insurance,Car insurance,Household contents insurance,Legal expenses insurance,Personal liability insurance
- Close to train station,In city center,In old town,Lake-side,Parking site
- Accident abroad & travel insurance,Ambulance,Dental insurance,Glasses, contact lenses & laser treatment,Preventive check-ups,Private & semi-private hospitals,Sport & health
- Categories
- Insurance advisors