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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCourrendlinMBassurances, Bratti Maurice
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MBassurances, Bratti Maurice

Summary

About the company

The core activity of MB Assurances is the insurance service sector, specifically: * Brokerage: Intermediation of insurance solutions for individuals and companies * Consulting: Advice to customers on insurance matters * Training: Education and further training of insurance professionals * Placements: Asset management and investment advice The company thus offers a comprehensive range of services in the insurance and asset management sector.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
Insurance brokerage
Insurance brokerage for individuals and businesses, with management of the insurance portfolio, analysis of coverage and optimisation of policies/contracts.
Insurance advice
Analysis of coverage, sorting of the insurance binder, status report and advice to optimise the coverage of individuals, tradespeople and businesses.
AFA training
AFA intermediate course and recertification, with modules on the insurance industry, legal knowledge, all lines, non-life, life and health.
Retirement planning investments
Retirement planning investments with asset management mandate, single payment or monthly contributions, 3a accounts and vested benefits, conservative, balanced or return-oriented strategies.
Advice on business creation
Support to become self-employed or set up a Sàrl or SA, with advice on personal insurance, employees and the company.
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Location

Rue des Vergers 4
2830 Courrendlin

At a glance

Legal form
Sole proprietorship
UID
CHE-253.195.937
Founded
2016 · 10 years
Last commercial register change
February 4, 2016
Employees
1 to 10

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