As your cooperation partner, we guarantee the high-quality consulting standard you desire for your clientele, contractually fixed.
Cooperation partner for brokerage houses in the field of private and corporate pension consulting, assets and financing
We take over the consulting, record the process and ensure the quality in the implementation. Thus we release you and your company from normally corresponding liability. Of course, your customer remains in your portfolio.
This means that you can guarantee a holistic consulting service for your clients and increase their satisfaction. And you can do this "on your own" without any effort on your part.
We negotiate the best conditions for your customers with more than 100 banks and insurance companies.