NEUTRASS AG

The company was founded in 1988. As a neutral and completely independent insurance, bancassurance and tax advisor, we solve all insurance issues solely in the interests of our clients: from advice and analysis to contract negotiations, portfolio management and representation in the event of a claim - competently, confidentially, individually and reliably. We will be happy to present our services and exclusive contracts for mandate clients in detail in a personal meeting.

Member of the Swiss Insurance Brokers Association, this association membership is a guarantee of independence and reliability.

Brokerage mandates
When a brokerage mandate is granted, you incur no additional costs, as our services are compensated by the insurers via the commissions included in the premiums.

What are our services - what are your benefits?

Relief for your administration

• Relief for the HR department for your insurance administration
• Only one contact for all insurance areas: Neutrass AG
• Control of all documents such as premium statements, policies, declarations, pension fund documents, etc.

Claims

• Professional support in the event of a claim, from claim notification to compensation

Coordination of contracts

• Detailed analysis of your existing insurance policies
• Proposals of measures to optimize your policies and their implementation

Premium optimization

• Reviewing and updating current contracts
• We look for the best insurance solution for you on the market at a reasonable price

Personnel information

• Professional, ongoing support from our specialists on site
• Personnel information in the area of social insurance and occupational benefits (BVG)

Insurance / pension analysisThe insurance / pension analysis from Neutrass AG gives you a neutral and independent overview of your current insurance situation, including:

• Inability to work and earn (disability)
• Death risk
• Pension for old age

This shows the insurance benefits, gaps, underinsurance and overinsurance. You will also receive final advice and, if desired, subsequent suggestions as to which product is best suited to closing any gaps or reducing insurance benefits in the event of overinsurance.

Financial planning
Personal financial planning visualizes your entire financial situation in the areas of budget, assets and taxes.

The aim of detailed financial planning
The aim of financial planning is to coordinate your liquidity, investments and taxes in such a way that you can optimally achieve your formulated goals and the assumptions you have made. This involves analyzing the overall financial situation, such as:

Each financial plan includes specific recommendations and an event log that allows you to turn the plan into reality. Multi-year planning can therefore be easily followed, reviewed and achieved on an annual basis.