Fabian Palm
Solothurn
Swiss Life, Generalagentur Solothurn Oberaargau
(0 with 0 ratings)
Expertise and reliability for my customers
Since 2019, I have specialized primarily in the area of corporate customers, especially in occupational pensions, and today I have the main responsibility in this area at our agency.
In the private customer area, I advise my customers primarily in connection with pension and financial planning as well as financing and investments.
Qualifications
Relevant Diplomas
Finanzberater IAF, 2019- Finanzplaner mit eidg. FA, 2020
- Swiss Life Phase 1, 2017
- Swiss Life Phase 2, 2017
- Swiss Life Phase 3, 2018
- Swiss Life Phase 4 (Kollektiv), 2018
- Swiss Lite - BVG 1e, 2020
Language(s) in counseling
Französisch
Deutsch
Topics:
Optimize insurance policies
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Settle an inheritance
Tax optimization
Self-employment
Optimize tax burden after retirement
Living situation
Real estate as a pension
Affordability as a widow
Finance a holiday home
Invest vested benefits funds
Pension situation
Advance directive and living will
Insure against disability and death
Evaluation
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