Life insurance for secure investments – Swiss Life FlexSave Invest.
Supplement your provision with investment insurance. With this progressive solution from our exclusive partner Swiss Life, you participate in the Swiss share index (SMI) via a single premium investment, while benefiting from a capital guarantee.
How Swiss Life FlexSave Invest works
Choose between a high or low investment in the index and determine the level of capital protection you would like. Your accrued gains are hedged annually, which means that they cannot be lost even if the performance of the index turns negative. Swiss Life FlexSave Invest can be concluded under the restricted and the unrestricted pension plans. However, the restricted pension plan only allows for the transfer of current Pillar 3a assets.
Example of performance of Swiss Life FlexSave Invest
For illustration purposes only.
All credited gains increase the minimum payment guaranteed at the commencement of the contract. Years in which the performance of the index is negative do not affect the guarantee.
Further information can be found in our Swiss Life FlexSave Invest product information sheet . We would be happy to discuss them with you in a personal consultation. Contact us today.
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