Caveo analyzes your life insurance.
With our check, you may be able to secure better conditions and save money - without any effort on your part.
Why analyze your life insurance?
Simple explanation
Life insurance policies are often complex, difficult to understand and involve many details that can easily be overlooked.
Hidden cost traps
Excessively high costs, low returns or unsuitable conditions can cost you a considerable amount of money in the long run.
Clarity & recommendations
Our life insurance check gives you a clear analysis and specific recommendations for action - individually and independently.
How it works: simple and transparent.
Upload your life insurance
Upload your current insurance documents directly via our secure portal.
Analysis by our experts
Our experienced financial planners check your policy for costs, benefits and optimization potential.
Video call with Caveo financial planner (30 minutes)
In a personal video call, we will discuss the analysis of your life insurance, answer your questions and show you specific optimization options.
Decide for yourself
You decide whether you want to implement optimization suggestions. We can also assist you with this if you wish.
Why have your life insurance checked by Caveo?
Independent
No ties to insurers - we provide neutral advice in the interests of our clients.
Learn
Decades of expertise in pensions and financial planning.
Digital & Secure
Modern process and highest data protection standards.
Your personal check - transparent and fair at a fixed price.
The Caveo life insurance check
Benefit from transparent advice with no hidden fees - the easy way to optimal and cost-efficient life insurance.
Your added value
Thorough analysis of your life insurance.
Optimization proposals to reduce costs.
Potential savings of several hundred to thousands of francs.