Swiss Life’s advisory and product strategy combines optimal customer value with profitable and sustainable business behaviour.
Swiss Life offers private and corporate clients comprehensive and individual advice plus a broad range of proprietary and partner products through its own financial advisors, agents and distribution partners. Swiss Life Select, the subsidiary specialising in financial planning for private households and the brokering of financial products, and the advisors at Tecis, Horbach, Proventus and Chase de Vere, apply their advisory approach to help their customers choose a product that best suits their individual life situations from a wide range of renowned investment companies, banks, building societies and insurers.
As a pensions and financial services company, Swiss Life puts people at the centre of its business. Product solutions with a savings component make it possible to provide for retirement and close potential gaps in coverage. Life and disability insurance can enable people to provide material security for their relatives or mitigate the financial consequences of earning incapacity or occupational disability.
Insurance Business
As part of its sustainability strategy, Swiss Life has set itself the goal of meeting customer demand for sustainable solutions with its own products and solutions and of expanding its product range accordingly. As part of its ongoing product development process, Swiss Life is working on sustainable insurance, pension and financial products based on customer demand. Swiss Life’s underwriting process ensures that the insured portfolio complies with the company’s fundamental standards and values. Risk underwriting is in keeping with the regulatory requirements and with Swiss Life’s commitment to holistic and value-oriented risk management.
Advisory
Swiss Life advisors have an important role to play: they support customers in realising their needs and visions of sustainability. This is also a source of new business opportunities for Swiss Life. A number of divisions in the Swiss Life Group have launched local products with sustainability aspects in recent years. ESG factors are also incorporated into the advisory processes via these products and solutions. Since 2022, Swiss Life has also been increasingly integrating the relevant sustainability aspects into its advisory process and its marketing and sales documents. In doing so, the company is also meeting customers’ expectations.
