Changing brokers

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  • Benutzernamejohn.axelrod
  • Status Member
  • Registriert seit8/11/24
  • Beiträge2

I have purchased multiple insurance policies from life to disability to legal protection from the same broker who has turned out to not be an honest broker.  How can I change brokers without losing the purchased policies?  Any recommendations or advice?

 
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  • BenutzernameMister Banks
  • Status Member
  • Registriert seit8/16/15
  • Beiträge187

In general: Do you have a broker contract? Then you should first read the small print. 

Perhaps ask the insurance company directly what options are available?

Another option would be to ask another more reliable broker about how you can get out of the broker contract. 

However, it is difficult to get out of life insurance policies anyway; capital life insurance policies are generally not to be recommended (regardless of the broker).

If nothing helps, you might want to ask the insurance ombudsman https://versicherungsombudsman.ch

 

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Cheap bank accounts with card

Online private account

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  • 50 KeyClub points as a welcome gift

  • Online private account with debit card

Swiss digital bank

Radicant

  • High interest on your everyday account

  • Best exchange rates

  • Up to 1% of card spending as saveback in the investment portfolio

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Bank WIR Bankpaket Top

  • Free account & card

  • No exchange fees for foreign payments (interbank exchange rates)

  • 24 ATM withdrawals worldwide per year free of charge

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

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