Quote request

Please prepare a non-binding benefit scheme offer for the following employer.

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With Avanea, all risk benefits are defined as a percentage of the insured salary. Avanea offers the following minimum benefits. With coordination deduction: disability pension 40%, partner pension 24%, child pension 8%. Without coordination deduction: disability pension 30%, partner's pension 18% and child's pension 6%. If desired, an additional lump-sum death benefit can be insured. If no further details are given, the offer is calculated using the values given.
The minimum savings scale with coordination deduction is: 25-34 years 7%, 35-44 years 10%, 45-54 years 15%, 55-65 years 18%. Without coordination deduction: 25-34 years 6%, 35-44 years 8%, 45-54 years 11%, 55-65 years 13%. Without further information, the offer is calculated with the values given.
Please enter the following information with a comma after each entry: Surname, first name, gender (m/f), date of birth, AHV salary, degree of employment (in %), current retirement assets (if any). Das Beifügen einer Excel-Datei mit den erforderlichen Informationen erleichtert uns die Arbeit.
Click or drag a file to this area to upload.
To facilitate the preparation of the offer, we would be grateful to receive the data of the insured persons in an Excel file with the columns indicated above.
By sending this request, I consent to the use of the data of the insured persons exclusively for the purpose of preparing an offer for the occupational benefit scheme of the named employer.