Investment with capital protection

Three in one: this life insurance allows you to benefit from attractive potential returns, integrated capital protection and a guaranteed lump sum payable on death. Limited volume, subscription period runs until 31 May 2024.

Image Not Found Potential returns
Image Not Found Attractive capital protection
Image Not Found No health questions up to CHF 300,000
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How financial investment with capital protection works

With our INVESTA Safe life insurance, you make an initial one-time deposit of at least CHF 10,000. This will allow you to benefit from integrated capital protection of 109.8%, potential returns on expiry of your insurance and a guaranteed lump sum death benefit from the first day. So your loved ones will be protected if anything happens to you.

Your benefits

A clever combination

Insurance and attractive capital investments.

  • Attractive capital protection with potential returns
  • Guaranteed death benefit from day one of the cover
  • No health questions up to CHF 300,000
  • Tax advantages if it is taken out before your 66th birthday
  • Privileged inheritance and bankruptcy rules
Für diverse Lebenssituationen

Die Versicherung deckt auch den Ausfall von:

  • Selbstständigerwerbenden
  • Nichterwerbstätigen
  • Personen in der Familienbetreuung

Financial investment with capital protection at a glance

Potential returns
Capital protection
Lump sum death benefit

Personal pension consultation for you

For an analysis of your situation and personalised quotes.

Practical example


Limited supply

Take out now, available until 31 May 2024

There are a limited number of policies available. Take out now to benefit from attractive conditions.

Customer opinions

Terrance H. 31.01.2024
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Arben Z. 31.01.2024
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Hussein B. 31.01.2024
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Emily B. 29.01.2024
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Brigitte Warugu 29.01.2024
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John K. 22.01.2024
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Yuwei L. 19.01.2024
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Binu S. 18.01.2024
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Simon D. 18.01.2024
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Questions and answers

Download documents

Name File Size
Issuer profile PDF 0,7 Mb
Index-Factsheet PDF 0,2 Mb

Report an insured event

Do you want to make an insurance benefit claim or inform us of a death? We are here for you.

0800 881 882