Trusted Advisors
Frequently Asked Questions
Your queries answered about senior insurance planning
What services does Lifetime Protection Guidance offer for seniors?
We provide tailored insurance reviews, personalized risk assessments and strategic planning to help seniors in Switzerland choose coverage that fits their lifestyle and health needs.
Who can benefit from your advisory services?
Our services are designed for individuals approaching or enjoying retirement, as well as their families seeking clear and supportive guidance on insurance matters.
How do I schedule a consultation?
You can book a session via our website form or call +41765693067. Our office on Bahnhofstrasse 1, 8001 Zurich is open by appointment throughout 2025.
Why choose a senior-focused insurance advisor?
Seniors have unique health and lifestyle considerations. Our team specializes in understanding those needs and aligning insurance recommendations accordingly.
What types of policies do you review?
We cover health, long-term care, life protection and supplemental plans, ensuring a comprehensive look at all relevant options available in Switzerland.
Are there fees for your advisory services?
We offer clear, transparent fee structures discussed at the first meeting. No hidden costs or unexpected charges will be introduced later.
What happens during a consultation?
We start with a detailed discussion of your current coverage, health profile and future goals, then provide an action plan outlining recommended steps.
How should I prepare for my first meeting?
Please bring details of existing policies, any recent medical reports and a list of questions or concerns you have about coverage.
Do I need specific documents?
Yes. Policy summaries, premium statements and personal identification documents help us conduct a thorough review more efficiently.
Can I meet with advisors remotely?
We offer secure video consultations for clients unable to visit our Zurich office, ensuring you receive the same level of service from anywhere in Switzerland.
Is it possible to adjust coverage later?
Absolutely. We guide you through policy amendments or plan upgrades as your circumstances evolve over time.
How do you stay updated on the latest insurance regulations?
Our team regularly participates in professional development and regulatory briefings to maintain current knowledge of Swiss insurance standards.
How is my personal data protected?
We follow strict data protection practices in line with Swiss regulations, storing information securely and limiting access to authorized personnel only.
Where do you operate?
Our primary office is in Zurich, but we serve clients across all cantons of Switzerland through in-person or remote advisory sessions.