Investment

Investment insurance plans

Combine insurance protection with the potential for returns. Investment (unit-linked) plans invest in mutual funds according to your risk profile, and we explain simply what that means.

Unit-linkedRisk profileLump sum or regular
Investment insurance plans
Independent adviceMany insurers, one comparison
What it covers

What's included: Investment Plans

Investment funds

A choice of portfolios from conservative to dynamic.

Change of strategy

Switch between funds as your goals change.

Lump sum or regular payments

Start with the amount that suits you.

Life insurance cover

Protection for the family alongside the investment.

Transparency

Regular updates on the performance of your account.

Proper advice

A suitability assessment and a clear explanation of the risks.

Investment Plans
Personal analysisEvery case is different
Who it's for

The right cover starts with your needs

We don't sell off-the-shelf packages. We listen, we ask and we recommend what you really need.

  • Long-term horizon — 5–10+ years, to make the most of returns.
  • People who already have basic insurance — and want to put their savings to work.
  • Investors who want guidance — with personal contact, not just an app.
I'd like a proposal
How we work

Simple, fast, with a real person by your side

01

You tell us what you need

By phone, by message or at our office. No forms, no waiting.

02

We analyse & compare

We request quotes from 23 insurance companies and compare them for you.

03

You choose with confidence

We explain what each option covers, simply and without small print.

04

By your side for every claim

From reporting the claim to the payout, we handle it.

Frequently asked questions

What people ask most

Is the return guaranteed?
No. In unit-linked plans the value follows the performance of the investments and can go up or down. That is why we always start from your risk profile.
How is it different from a mutual fund?
An investment insurance policy combines investment with insurance cover and certain advantages for the beneficiaries.
Contact

Let's find the cover that suits you, together.

Send us a message or call us. We reply quickly, clearly and with no obligation.

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