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Performance plan – unit-linked life insurance

Helvetia Performance Plan
Helvetia Performance Plan

With the Helvetia Performance Plan, you are placing your trust in the potential returns of a unit-linked life insurance product for your long-term retirement saving.

  • Potentially attractive returns
  • Selection of top-notch funds; change of funds possible
  • Professional fund management
  • Guaranteed benefit in the event of death
  • Additional cover possible for incapacity to work
  • Tax advantages with Pillars 3a and 3b

Performance Plan life insurance – the pension solution for you?

With this unit-linked life insurance product, you are relying in full on the potential returns earned with attractive investment funds of your choice. The Helvetia Performance Plan is appropriate for:

  • Long-term, return-oriented provision for retirement
  • Covering financial obligations
  • Security for your family or partner in case you die

The amount paid to you on expiration depends on the performance of the selected funds. A lump-sum death benefit is guaranteed throughout the term of the insurance and provides the desired security.

A brief guide to the Performance Plan

Further information on the current range of funds on offer

Advisory meeting

Helvetia can help you find the best-possible solution to finance your retirement.

Performance Plan – the solution to match your needs

Secure your livelihood

A lump-sum death benefit provides financial security for your loved ones.

Save and realize your dreams

The premium waiver enables you to reach your savings target easily.

Invest money

Make optimum use of potential returns with top-notch investment funds.

Be financially independent

Systematic saving means you will have adequate financial means at your disposal even after your retire.
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