Product overview
Rückdeckungsversicherung für eine Direktzusage (Produktart)
An insurance policy can help fund a workplace pension commitment. ERGO expressly describes this structure. The pension commitment, insurance benefit and company obligation remain separate matters. Whether such an arrangement and a specific policy are available and suitable for you is assessed with regard to status, existing commitments and specialist advice.
Overview of a product category or retirement model; it does not confirm the availability of a specific plan.
Key points to discuss for this option
How closely do the policy and promised benefits match?
Who checks accounting treatment and any policy pledge?
Retirement planning for managing directors
Understand benefits and context
Benefits, exclusions, costs and availability depend on the specific plan and your circumstances. This page is not an individual offer.
Prepare for your conversation
- Record shareholdings and official status decisions
- Gather pension commitments and current funding policy values
- Compare personal needs with company cash flow
- Include tax advisers and succession plans
Other options on this topic
Provider information
Back to the topicExternal information in German. The product documents and terms of the specific offer take precedence.