Sergio Giménez
Pension and Financial Specialist SME
Expertise
- Vorsorgespezialist Privatkunden
- Individuelle Vorsorge- und Pensionsplanung
- Steuerbegünstigter Vermögensaufbau
Competences
-
Plan retirement
Maintain your accustomed standard of living after retirement thanks to good planning.
-
Benefit from tax advantages
Make more out of your money in retirement and take advantage of the tax benefits offered by attractive pension solutions.
-
Invest money & accumulate capital
Make more out of your finances with tailor-made investments.
-
Receive pension & financial analysis
Have your pension and asset situation analysed and secure yourself and your financial self-determination.
-
Take out property and liability, loss of profits and related insurance
Protect yourself and your loved ones from financial worries in every situation in life.
-
Select health insurer
Put together an individual insurance package from the wide range of products offered by Swiss Life’s partner Sanitas.
Contact
Email: sergio.gimenez@swisslife.ch
Phone: 071 677 95 71
Location
Swiss Life Generalagentur Thurgau
Rathausstrasse 17
8570 Weinfelden