NEUTRASS AG

The company was founded in 1988. As a neutral and completely independent insurance, financial services, and tax advisor, we resolve all insurance issues solely in the interests of our clients: from consulting and analysis to contract negotiation, portfolio management, and representation in the event of a claim—competently, trustworthily, individually, and reliably. We would be happy to present our services and exclusive contracts for clients in detail in a personal meeting.

Member of the Swiss Insurance Brokers Association, this association membership is a guarantee of independence and reliability.

Broker mandates
There are no additional costs for you when you place a broker mandate, as our services are compensated by the insurers through commissions included in the premiums.

What are our services – what are the benefits for you?

Relief for your administration

• Relieving the HR department of your insurance administration
• Just one contact for all insurance matters: Neutrass AG
• Checking of all documents such as premium statements, policies, declarations, pension fund documents, etc.

Claims

• Technical support in the event of a claim, from reporting the claim to compensation

Coordination of contracts

• Detailed analysis of your existing insurance policies
• Proposals for measures to optimize your policies and their implementation

Premium optimization

• Review and update of current contracts
• We search the market for the best insurance solution for you at a reasonable price

Personal information

• Professional, ongoing support from our local specialists
• Personnel information in the area of social insurance and occupational pension plans (BVG)

 

Insurance/pension analysis Neutrass AG's insurance/pension analysis provides you with a neutral and independent overview of your current insurance situation, including:

 

• Incapacity to work and earn a living (disability)
• Risk of death
• Retirement

This shows the insurance benefits, gaps, and under- and over-insurance. You will also receive a final consultation and, if desired, suggestions on which product is best suited to close any gaps or reduce insurance benefits in the case of over-insurance.

Financial planning
Personal financial planning visualizes your entire financial situation in terms of budget, assets, and taxes.

The aim of detailed financial planning
Financial planning is about coordinating your liquidity, investments, and taxes in such a way that you can optimally achieve your stated goals and assumptions. This involves analyzing your entire financial situation, including:

• Income, expenses
• Assets such as
• endowment insurance
• Pension funds, executive plans
• Securities and capital investments
• Real estate
• Inheritance/gifts
• Equity investments
• Companies
• Marital property and inheritance law
• Tax expenses
• etc.

For every financial plan, specific recommendations are made and an event log is created, allowing you to turn your plans into reality. This makes it easy to follow, review, and achieve your multi-year plans on an annual basis.