Contact
Schedule an appointment now
address
Market Square 9
69469 Weinheim
69469 Weinheim
Opening hours
Mon. – Fri.: 10:00 – 20:00
Tailor-made solutions for investment, insurance and finance
Contract check
Digital Innovation - Tax-Optimized Investments - Individual Consulting
Our partners
Free contract review for your existing insurance policies
As insurance brokers, our primary goal is to help you find the best insurance solutions and ensure your financial security. A crucial step in this process is the regular review of your existing insurance policies. With our free policy check, I offer you the opportunity to thoroughly examine your insurance coverage, regardless of where you purchased it.
Why a contract check is important
Many people take out insurance policies and then often forget about them without ever questioning them. However, your needs and circumstances can change significantly over time, and your insurance policies should reflect these changes. A policy review helps you check whether your current insurance contracts still meet your individual requirements and whether they continue to offer you the best possible protection.
Particular attention should be paid to contracts for retirement savings and disability insurance. These contracts represent long-term investments in your financial future. As part of our contract review, we will not only analyze the benefits of your insurance policies but also uncover and evaluate the associated costs. This will ensure that your financial interests are optimally protected and that your coverage aligns with your current life circumstances.
Trust our expertise and use our free contract check to put your insurance policies to the test. Together, we'll find the best possible solutions for your individual needs and ensure you're always optimally protected. Your financial security is our priority, and we're always happy to support you along the way.
Pension Check
Request a free and non-binding review of your pension contracts directly here.
Riester check
We will gladly review your Riester pension insurance free of charge and without obligation.
BU check
We will gladly review your disability insurance free of charge and without obligation.
Convince with results
Reviews are very important to us. They provide us with feedback on our daily efforts. We are, of course, especially pleased with 5-star ratings. Clients have the opportunity to rate the firm on Google or other platforms. We do not verify whether a review is from a client before it is published.
Performance review
We conduct a review to ensure your insurance policies still provide the desired protection. Are the benefits sufficient and appropriate to meet your individual needs? Are there any gaps in your coverage that should be addressed?
Cost analysis
In addition to reviewing the benefits, we also analyze the cost structure of your insurance contracts. Are the costs fair and reasonable compared to similar insurance policies on the market? Are there ways to optimize costs without compromising your coverage?
Contract update
Some insurance contracts may become outdated over time. We check whether your contracts comply with current legal requirements and whether there are new products on the market that may offer better terms.
Tailor-made adjustments
Based on an analysis of your existing contracts, we recommend adjustments tailored to your needs. This may include expanding your insurance coverage, switching to a different provider, or even canceling contracts you no longer require. Our goal is to offer you customized solutions that meet your specific requirements.
Frequently Asked Questions (FAQ)
To take advantage of the free contract review, simply contact me. We'll schedule an appointment for our consultation. During this meeting, we'll discuss your current insurance policies, your individual needs, and your goals. Following this, I'll conduct a thorough analysis of your contracts and prepare a detailed report with my recommendations for you.
No, you don't need to have taken out your insurance policies with us to use the contract check. Our service is available to everyone, regardless of which insurance provider you have your policies with.
The duration of the contract review can vary depending on the scope of your insurance policies. The initial consultation for needs analysis typically takes between 30 and 60 minutes. The actual analysis and report preparation can take a few days. However, we aim to complete the contract review as quickly as possible.
Yes, the contract review is indeed free. You will not incur any costs for the consultation, the analysis, or the report. Our goal is to help you optimize your insurance contracts without charging you any fees.
Yes, we can also review contracts you have taken out with other insurance brokers or agents. Our focus is on giving you objective recommendations to improve your insurance situation, regardless of where you took out your contracts.
We can review a wide range of insurance policies, including life insurance, health insurance, liability insurance, property insurance, and many others. Contact us to discuss which policies you would like us to review.
We earn money through commissions from insurance companies if you decide to change your existing insurance policies or take out new ones based on our recommendations. These commissions are paid by the insurance companies and do not affect the costs you incur as a customer. Our top priority is finding the best solutions for your needs.
It is recommended to conduct a contract review at regular intervals, at least every two to three years. Changes in your life circumstances or new insurance products on the market can affect the relevance of your existing contracts.
No, there is no minimum number of insurance policies required for a policy review. We offer our service to customers with just one policy as well. Our goal is to help everyone optimize their insurance situation, regardless of the number of policies they hold.
Yes, as part of our contract review, we can also consider the tax aspects of your insurance contracts. This can be relevant, especially for life insurance policies and other investment products. We work with experts to ensure that tax considerations are properly addressed.