David Valentin

Brokerservice. Unabhängige, neutrale Beratung in den Bereichen berufliche Vorsorge und die Personenversicherungen. - Basisvorsorge BVG, Kader, Krankentaggeld KTG, Unfalltaggeld UVG und UVG-Zusatz. - Analyse und Optimierung der bestehenden Vorsorge- und Versicherungslösungen. - Begleitung bei einem allfälligen Wechsel eines Anbieters. - Durchführung von Informationsanlässen für das Personal. - Anlaufstelle für Arbeitgeber und Personal in sämtlichen Sozialversicherungsfragen.

Generalagent. Swiss Life AG Generalagentur David Valentin Kasinostrasse 32, 5000 Aarau Ihr führender Anbieter in den folgenden Bereichen: Altersvorsorge Absicherung Erwerbsunfähigkeit und Tod Steueroptimierung Vererben Dynamische Ruhestandsberatung, Finanzplanung Vermögensaufbau, Vermögensausbau Eigenheim Vermittlung, Verkauf, Bewertung, Absicherung, Hypotheken Sachversicherung, Krankenkasse Berufliche Altersvorsorge (BVG), Kadervorsorge Nachfolgeregelungen, Nachfolge Finanzierung

HR solutions; wholly Internet-based platform, offers total visibility over the management of employee activities; - accident + sickness claims management, - absenteeism - payroll - Helpdesk Healthcare & Pensions Local and intl. Employee Benefit programs; - Group healthcare - Group pension (BVG/LPP), Top Management (art. 1e OPP2) - Intl. Life-Pooling - Intl. Group Healthcare, Group Pension, Group Risk for Expats - Intl. benchmarking of Employee Benefits - QROPS and US-compliant pension

Responsible for Reichmuth's benefits advice; PensFlex occupational benefits for managers with investment decision on individual basis, PensFree QROPS registered Vested Benefits Foundation, bAV, direkte Pensionszusage, Zeitwertkonten, Unterstützungskasse, and more

Insurance Broker for corporate customers. Corporate Life and Pensions (Swiss and international Employee Benefits, Life Pooling, Expatriates, etc.), General Insurance (Personal lines, Property, Financial lines).

Liaison officer between Corporate Life & Pensions and General Insurance organization. Global responsible for life relationship between Swiss based multinational corporate customers and Zurich Global Life. Local and international Employee Benefits Consulting

direct distribution for the institutional investors and indirect distribution strategy (tied agents, broker, wholesale) for private investors

International Life Pooling, Life Captives, International EB Consulting and Expatriate Solutions. Network Partner Management

intl. unit-linked products for Expatriates, Third Country Nationals and High Net Worth Individuals, and group solutions (Group Life and Group Pensions). Regional head (Scandinavia)

autonomous and semiautonomous Swiss pension foundations (trust), consultation and sales of joint-foundation solutions. Elaboration of tailor-made solutions for corporate customers (Group Life and Group Pension). Cooperation with investment foundation, Swiss pensions experts and regulators.