Our Advisory Plans
Tailored Senior Insurance Solutions
Comprehensive guidance for lasting security

Basic Advisory Plan
Core Consultation
Ideal for individuals seeking a clear overview of their insurance needs. Includes a focused consultation to review existing coverage and identify potential gaps in senior protection strategies.
Choose Your Plan
Standard Advisory
Extended Support
Building on the core consultation, this package adds ongoing support. It is designed for seniors who want regular check-ins and personalized advice as circumstances evolve.
Choose Your Plan
Premium Advisory
Comprehensive Planning
Our most holistic option provides an in-depth plan review, annual updates, priority scheduling, and access to specialized resources. Perfect for those seeking a hands-on approach to their protection.
Choose Your PlanAffordable Advisory Packages
Select from our three clear packages to match the level of support you prefer. Each plan is structured to deliver practical, transparent guidance without jargon.
Basic Advisory Plan
- One 60-minute consultation session
- Policy assessment report
- Key recommendation summary
- Preparation checklist
Standard Advisory
- All Core features
- Two follow-up calls within 6 months
- Email support
- Custom revision of recommendations
- Priority scheduling
Premium Advisory
- All Standard features
- Annual plan review
- On-site visit at Bahnhofstrasse 1, 8001 Zurich, Switzerland
- Dedicated advisor access
- Document preparation assistance
- Year-round monitoring of policy options
Expert Advice Rooted in Experience
