The 360° Check is an examination of your entire insurance and financing situation.

The Check clarifies questions such as:

(For private customers and academics)

• What happens in case of an accident
• How good is my retirement provision?
• Am I paying too much for my insurance?
• How can I invest my assets sensibly?
• Am I missing insurance for my protection?
• How and when can I fulfill my dream of owning my own home?

(For commercial customers)

• How can I handle large investments?
• Are there tax advantages I should take advantage of?
• What about a company pension plan?
• What happens if I lose key skilled workers?
• How well is my business protected from a cyber attack?
• Do I lack insurance to better protect my business?

• You get a comprehensive overview of your insurance/financial situation quickly and easily.
• You receive an assessment from professionals about the price-performance ratio of your current contracts.
• You get options for action to protect yourself from insurance gaps.
• The report shows you which insurance/financial options you can use to shape your future in a positive way.

You should have the following documents ready for your 360° Check:

1. Documents on your existing insurances (alternatively, you can also tell us the insurer of the respective insurance)
2. last account balance
3. Investment products
4. copy of ID (of all policyholders)
5. current salary statement (of all policyholders)
6. taxable income (possibly last tax assessment)
7. most recent pension information
8. copy of driver’s license and car documents
9. What are your hobbies?

Entrepreneurs 500€

Academics 350€

Private customers 350€