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Building your savings
Reviewing a life assurance policy against your plans, your investment horizon and your attitude to risk.
What's at stake for you
Your priorities,
at the heart of every policy.
Insuring your loan
Looking for mortgage protection insurance that takes account of your profile and of the cover your loan requires.
Reviewing your policies
Comparing the charges, the cover and the terms of your policies against the solutions offered by our partners.
Clarifying your protection needs
Taking stock of your expectations and identifying the insurance we can review for your personal or professional situation.
How we work with you
An eye for detail.
Clarity in the advice.
A policy has to be judged as a whole. We examine its features and explain what they mean for your savings, your borrowing or your protection.
Let's talk about your project-
01
Life assurance
Comparing policies, their charges, the funds available and the management arrangements, against your objectives.
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02
Mortgage protection
Reviewing the cover, the exclusions and the claim conditions in the light of your profile and your loan.
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03
Reviewing your policies
Reviewing your existing policies and judging whether a change is worthwhile given your situation today.
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04
Other insurance needs
Clarifying your enquiry and reviewing the solutions available through our partners, within the scope of our work.
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05
Selection and explanation
Setting out the chosen solutions, their advantages, their limits and their costs, so that your choice is an informed one.
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06
Application and follow-up
Supporting you through the formalities and remaining your point of contact as your policies evolve.
In practice
Solutions for what matters.
01/05
Life assurance that keeps pace with your plans.
Plan your income. Prepare your freedom.
Protect those close to you against the unexpected.
Your loan, with protection that fits.
Protection equal to your responsibilities.
Let's take stock of
your policies.
The first conversation is free and carries no obligation.
Your path
Three stages.
Attentive support.
Your needs
We review your situation, your objectives and, where relevant, your existing policies.
The comparison
We put forward the suitable solutions among our partners' offers, and set out their terms in detail.
Your policy
Once you have given your agreement, we handle the application and follow the formalities through.
Partners of the first rank.
A choice made for you.
We work with Generali, Rothschild and other providers. Our selection rests on how well each offer suits your profile, on its charges, its guarantees and its risks.
Frequently asked questions
Your questions,
our answers.
Which types of insurance can you review?
We work principally in life assurance and mortgage protection insurance. For any other need, a first conversation allows us to clarify your request and check which solutions fall within the scope of our work.
Which partners do you work with?
We work in particular with Generali, Rothschild and other providers. The partners and policies we review depend on your enquiry and on the offers available to the firm.
Do you compare every offer on the market?
Our comparison covers the offers available through our partners. We explain the scope of our search and the reasons behind the selection we put forward.
Can you review my current mortgage protection insurance?
Yes. We can review your policy and compare alternatives, looking in particular at the cover your lender requires, the exclusions and the pricing terms. Whether a change is worthwhile is assessed in the light of your own situation.
How do you choose a life assurance policy?
We take account of your objectives, your time horizon and your attitude to risk. Charges, underlying funds, management arrangements and policy terms are all part of the analysis. Some funds carry a risk of capital loss.
How are you remunerated?
How the firm is remunerated, and the charges on the policies we review, are set out before any commitment. You can therefore weigh the cost of the solution proposed and understand the part we play.
