Services

Personal Assets

 

Allianz is present every Thursday in STU premises (MS2.71 – under Miollis bar) from 12:30 to 3 p.m. Ms Lannois offers an assessment of your assets as well as financial and property management and answers all the questions you may have:

  • Will your pension funds be enough?
  • How to make your assets grow, taking your status into account?
  • Can you invest in real estate? How?
  • How to preserve your assets for your heirs?
  • What financial security for your family in case of premature death?
  • Have I arranged my funeral properly? How to cope with the risk of dependency?

In order to help you make the right decisions, Allianz offers to undertake a study of your assets. It will give you knowledge of your assets portfolio in its legal and fiscal environment and allow you to make the right choices so that the future will be as you want it to be.

Strictly confidential, it is aimed at defining a strategy for achieving your patrimonial goals, whatever they may be:

  • Optimizing your assets;
  • Completing a project (for example the purchase of a home for your retirement years);
  • Finding inheritance solutions;
  • Ensuring financial security for your family;
  • Protecting your spouse.

 

Contact : Ms Elisabeth Lannois, phone: 06 76 85 83 91 - lannois@allianz.fr