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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLuganoD'A Sagl
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D'A Sagl

Summary

About the company

D'A Sagl provides insurance brokerage and consultancy services for private clients and businesses. The firm offers personal and property insurance products (health, accident, life, motor, home), pension planning, corporate coverages (liability, cyber) and contract administration including claims handling.

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Products & services

Industry:Insurance Brokerage & Consulting
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Pension and wealth planning
Pension and wealth planning that brings together the AHV, pension fund and private provision into clear scenarios, with gap analysis, expected benefits and the impact on taxes.
Retirement planning
Retirement planning for professionals and families in Switzerland, including assessment of the pension situation, definition of priorities and building an action plan.
Analysis of the pension situation
Analysis of the pension situation with collection of real data, review of AHV statements and pension fund certificates, and transformation of the information into understandable scenarios.
Ongoing review
Ongoing support to update the plan, review decisions and adapt the strategy when income, family, work or regulations change.

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Location

Via Guido Calgari 2
6900 Lugano

At a glance

Legal form
Limited Liability Company
UID
CHE-108.639.040
Founded
1997 · 29 years
Last commercial register change
July 7, 2020
Employees
1 to 10

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