Provision Check

Please take some minutes to answer this questions. Afterwards we will draw up a not binding offer for you.

In which subjects of provision are you interested?
Wage ProtectionDeathSaveOptimization of taxesOthers

Living Situation
TenantOwner

Education

Please list the already existing life insurances with the prevailing amount insured.

How much do you earn monthly?

With what kind of system do you save at the moment?

What savings goals?

How much can you save monthly?

What have you already done to optimize your taxes?

How does your future look like? (Residential property)

What is important for you about the provisions?

Surname, name

Date of birth*

Address*

Postal code, place of residence*

E-Mail Address*

Phone Number*

Profession*

Marital status*

How many children and how old are they?*

Until when are they in education?

Smoker

If married, details of the partner:

Surname, name

Address

Postal code, place of residence

Date of birth

E-Mail Address

Phone number

Profession

Smoker

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