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Life insurance & investments

Prepare for your future with confidence

For the transfer of your capital or to prepare the payment of an annuity in addition to retirement, your Ascoma advisors help you to choose the investment adapted to your expectations. Accumulate your wealth with a competitive return and tax advantages.


For whom?

For those wishing to establish a savings plan or supplemental retirement plan to build long-term capital. 

Your expectations

  • An investment that increases the value of your accumulated wealth
  • Personalized support for the development of your savings plan
  • A contract adapted to your situation and requirements 

Our solution

At Ascoma, we support you in all your projects: capital investment, savings plan or implementation of a supplemental retirement plan, in order to assure you a serene future.

Our specialized teams select tailor-made savings and retirement programmes that respond to your individual or professional needs. Take advantage of our complete knowledge of the life insurance and supplemental retirement markets in order to find the solution that will precisely match your demands.

Our expertise will help you to grow your capital, optimize the transfer of your wealth and reduce your tax burden. We independently negotiate life insurance policies that best suit your needs.

Our vast experience and full independence allow us to obtain a global sense of the market in order to offer contracts to you that will satisfy all your requirements.

Advantages

You are an independent professional and concerned about supplementing your retirement? We arrange your supplemental retirement plan within the current framework of a Madelin contract and Article 83. Thus, you benefit from tax relief and boost your savings by taking advantage of market opportunities.

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