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Financial investment with capital protection

INVESTA Safe: a clever combination of insurance and attractive investment

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.

Why is this life insurance worth it ?

Why is this life insurance worth it?

 

 

Your benefits

  • Attractive capital protection with potential returns
  • Assumption of stamp tax by Generali
  • Tax advantages if the contract is concluded before the policyholder’s 66th birthday
  • Privileged inheritance and bankruptcy rules
  • Guaranteed death benefit from day one of the cover
  • No health questions up to CHF 300,000


Practical example

Practical example

 

 

Data, facts and figures

Limited supply: priority will be based on receipt of application and single premium.

Data, facts and figures

  

 

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 are lower or even zero in the event of survival.