Knowledge and service come together to form your concept advisory service!
I have known the industry for many years. I acquired the comprehensive knowledge required for concept advisory services thanks to my training as an insurance clerk, my degree in insurance law and my Master’s in sales and marketing. My recent Master’s in tax law has enabled me to offer additional approaches to advisory work.
I am primarily motivated by my enjoyment of the job and my interest in getting to know you, your desires and needs. I advise professional customers, SMEs and private individuals.
Our services: reach your dream result in four stages
- Stage 1: Commencement and discussion of the »advisory basis«.
After we have introduced ourselves to each other using our »initial information«, we will discuss your personal desires and objectives, what you find important or unimportant, and what topics you would like concrete advice on. We will write down your information, which will act as the basis for subsequent advisory sessions. We will also address topics such as power of attorney and tax optimisation.
- Stage 2: We develop solution concepts and alternatives.
We will provide you with an analysis for all the areas you personally, find important, and will draw up a bespoke solution concept for you. We will offer individual comparison quotes for your existing insurance policies, and evaluate their cost-effectiveness.
- Stage 3: We introduce you to your personal concept.
As part of a second face-to-face discussion, we will present you with the solutions we drew up to optimise your pension and insurance coverage, based on your life situation. If you agree with our proposals, you can commission our services using the »brokerage contract« or, if required, the »broker’s power of attorney« to safeguard your interests. If you do not want to sign a power of attorney, then that is absolutely fine.
- Stage 4: Ongoing support
We will keep your contracts up to date as part of our ongoing support, and keep you in the loop regarding legal and contractual changes and improvements. WE are your contact person in a loss event. Of course, we can also assist your family members in all insurance-related matters.