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 attractive potential returns, integrated capital protection and a guaranteed lump sum payable on death.
Why is this life insurance worth it ?
Your benefits
- Attractive potential returns
- Insurance privileges: inheritance, debt collection and tax privileges
- Guaranteed death benefit from day one of the cover
- No health questions up to CHF 300,000
- Tax advantages if the insurance is taken out before your 66th birthday
Practical example
The sample calculations illustrate the variability of benefits in the event of survival through selected scenarios. Please note that these values are purely illustrative. No claims can be derived from them. All investments involve risk, especially value fluctuations. The relative change in the value of the benchmark index is determined by subtracting the index level at the certificate’s commencement date from the index level at the certificate’s expiry date and dividing this difference by the index level at the certificate’s commencement date. Your share of the benefits of the certificate is calculated by multiplying half of the relative change in the value of the benchmark index by your single premium payment and adding this amount to the single premium payment.
Data, facts and figures
Limited supply: priority will be based on receipt of application and single premium.
Legal notice and issuer risk
This document is intended solely for information and advertising purposes and constitutes neither an offer nor an insurance application or financial service. It is not a substitute for advice or an audit under tax law and does not form part of the contract. The INVESTA Safe General Policy Conditions (GPC) apply. If any of the information in this document deviates from the GPCs, the GPCs apply. All capital investments involve risk, especially value and return fluctuations. Past performance is not an indicator of current or future performance. The equivalent value of the certificate can be put at risk if the issuer becomes insolvent. This may mean that the benefits of your life insurance in the event of survival are lower or even zero.