360° Check
F.A.Q.
What is being checked?
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?
Advantages of the 360° Check
- 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.
What documents are required from me?
You should have the following documents ready for your 360° Check:
- Documents on your existing insurances (alternatively, you can also tell us the insurer of the respective insurance)
- last account balance
- Investment products
- copy of ID (of all policyholders)
- current salary statement (of all policyholders)
- taxable income (possibly last tax assessment)
- most recent pension information
- copy of driver’s license and car documents
- What are your hobbies?
How much does the 360° Check cost?
Entrepreneurs 500€
Academics 350€
Private customers 350€