People

Let's study your current coverages and assess what you really need in business, personal and family spheres, and in particularly sensitive cases in different aspects like:

  • Managers, how do you protect yourself against management changes in the company or external purchases? Are you aware of the 30% tax exemption for Irregular Remuneration?
  • Partners, the lack of a partner can generate, in addition to the emotional part, a cost overrun and an economic loss ranging between 5 and 20% of the annual net turnover. We focus on planning and protecting the continuity of your company to minimize the impact.
  • Key person, the loss of talent is an initial hidden loss but that significantly affects the company not only at a financial level but also in an emotional way to the rest of the employees. Let's study different tools to retain this talent and offering a specific value proposition for each case.
  • Sudden life changes, inheritance, company legacies. Let's plan your inheritance with all the available exemption tools and the Company's legacy to ensure its continuity.
  • Personal and family coverage. It is important to assess how to deal with unforeseen events in the personal and family sphere.
  • Let's calculate what capital you need to overcome a serious illness such as cancer, stroke or heart attack without financial problems.
  • What happens to your family in case of death? Let's value the studies and maintenance of your children until they can look after themselves.
CONTACT

Ask for information

Contact us without commitment