
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.