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Assessment of your insurance needs
Protect what matters most, made easy
Insurance is an essential pillar of sound financial planning. We assess your real needs for life, disability, or critical illness insurance based on your family situation, debts, and goals. Our approach is human, transparent, and tailored to your reality.
Key points
Personalized analysis of your protection needs
Integrating insurance into your overall financial plan
Comparaison de différents types d’assurance (vie, invalidité, maladie grave)
Clear, jargon-free explanation of available options
Solutions tailored to families, professionals and entrepreneurs
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