ELAXY Vorsorgeberatung – Market

A large market – now what?
Private pension provision is becoming of ever greater importance as a supplement to the statutory pension schemes. State reliefs increasingly add to the attractiveness of private insurers, such as the allowances in respect of the Riester pension (private pension plan), special expenditure discounts in respect of the basic pension or tax exemption in respect of capital gains. But: What’s what and what is profitable? Basic pensions, Riester pensions, occupational pensions, private pensions – there’s certainly something for everyone. But what is the individually suitable solution for the client?

Objectivity in demand
It is our concern to provide financial services providers, insurance brokers and financial consultants with a comprehensive consultancy tool for pension provision for their clients. There must be structured and product neutral advice, including a class comparison. Brand neutral, assessable and individually applicable. Only thus is it suitable and only thus will all the requirements of the clients really be fulfilled as well.

Less expenditure, permanent effect
Once the client has established that the solution offered is optimally suitable for him, he will also come round again to other matters of investment. Excellent consultancy software therefore has a double pay off. That’s why it is even more important to depend on a product of the highest technical level and which, at the same time, pays heed to ease of use. The client wants to understand where the differences and advantages of the various products lie. With the aid of descriptive functions and model calculations, you should be able to engender the transparency that the client needs for his decision.