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PENSION AND SUCCESSION

Evaluation of the client's current pension position.

 

  • Planning of the pension future, with analysis of possibilities and risks.

  • Advice on choosing the most suitable financial products for pension planning, such as pension funds and life insurance.

  • Advice on the management of pension investments and on the choice of the most appropriate tools for portfolio diversification.

  • Advice on the management of contribution obligations and on the procedures for joining social security funds.


3rd pillar
Social security and inheritance insurance
Pension financial instruments 
Provident mortgage (indirect amortization)

 

© 2023 by Raffaello Lanzillo

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