SwissFin – The Income Plan for you

These plans are an ideal instrument for investors that seek capital and income guarantees, as well as a tax-break.

The following features need to be remembered »

  • Income and capital is guaranteed.
  • The investor can draw no income (growth plan), a defined amount, or the maximum income monthly, quarterly, half-yearly or yearly.
  • Approx. 80% of the income is tax-exempt.
  • The funds are only placed with highly rated insurance companies.
  • The minimum term is 5 years.

Please contact Tony R. Hug ) for further information or to book an appointment.