ELAXY Vorsorgeberatung – Benefits

More Consultancy Performance, Less Consultancy Effort
Client-friendly, user-friendly, sales-orientated – with ELAXY Pensions Consultancy you will have access to consultancy software at the highest technical level. You will be able to conduct complex consulting with less effort. You are well prepared for all the questions of your clients. And you have concrete numbers at your disposal – with the example calculations of the ELAXY Pensions Consultancy.

The benefits to you:
• Reduction of time spent through clear, structured operator guidance
• Clear comparison of the pension with recommendations
• Increased transparency towards your clients in the pension consultancy
• Competent consultancy support in complex tax matters
• Increased competence of the consultant as well as a higher conclusion rate through concrete recommendations/li>
• Development of individual pension concepts that take into account tax criteria and the personal asset situation of the client
• Guaranteeing sales success through being targeted at a broad client segment