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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.

Benefits
Image Not Found Potential returns
Image Not Found Attractive capital protection
Image Not Found No health questions up to CHF 300,000
Image Not Found Tax advantages
Overall rating
4.3/5
star star star star star
of reviews
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, 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

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Limited supply

There are a limited number of policies available. A similar product will be on offer from mid-August onwards.

Customer opinions

Saad T. 29.06.2024
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Jose Andres C. 28.06.2024
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Mateusz Jozef G 28.06.2024
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Mihai Alexandru 24.06.2024
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Mahalakshmi S. 18.06.2024
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Aref H. 17.06.2024
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Galam A. 14.06.2024
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Bruce B. 12.06.2024
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Paul Geoffrey J 11.06.2024
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Questions and answers

Download documents

Name File Size
Index-Factsheet PDF 0,2 Mb
Product Factsheet PDF 0,1 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

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