former financial advisor at a renowned Swiss law firm
Starting in 2011
Financial Sector
Starting in 2018
Focus: Cancellation of Life and Annuity Insurance Policies
Starting in 2022
Expert in Capital Recovery & Wealth Building
You'll get a clear, honest assessment from an expert.
Mark Götzl
former financial advisor at a renowned Swiss law firm
FAQ (Frequently Asked Questions)
Will the check cost me anything?
No, the check won't cost you anything. It's completely free.
Do I have to quit?
No. The first step is just an assessment. You'll decide whether you want to make any changes only after that.
Does this also apply to non-contributory insurance plans?
Yes, even contracts that have been made premium-free can be reviewed and, if necessary, rescinded.
What documents do I need?
To perform a check, we generally need documents such as the policy or contract and a current statement of account. You'll receive detailed information about this.
How long does it take?
The review takes about 7–10 days. How long it takes after that depends on the contract and the specific circumstances—you’ll also receive a clear estimate regarding this.
Does that work in Austria, too?
No, at this time, the check is only available for contracts in Germany.
Which contracts are not suitable?
Examples of plans that are not eligible include pension funds, support funds, and other occupational pension schemes outside the scope of traditional direct insurance.
What happens if it's not possible?
Then you'll get clear feedback. The check is non-binding and free—there's no risk to you.
How does the initial contact work?
After the check, we'll get back to you shortly, briefly go over the key details, and walk you through the next steps.
Start the free check now and get some clarity before you cancel.