Product overview
Vermögenspolice (Produktart)
A wealth-building insurance policy is an insurance contract with a particular investment approach, costs and rules on access. ERGO’s public product overview alone does not confirm that every legal form of business is eligible. The policyholder, insured person, funding purpose and available offers must first be assessed. Personal tax examples cannot automatically be applied to a company.
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
What lock-in and cancellation rules apply?
How will costs, risks and accounting be assessed?
Investing company funds
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 payment commitments and necessary reserves
- Define the investment purpose, time horizon and capacity to bear losses
- Compare total costs and rules on access
- Clarify product eligibility, decision-making rights and tax questions
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.