Providing peace of mind

Insurance in Switzerland


Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle. 

Our advisors can help you get the best deal on the cover you need, including:

Life Insurance

If the unthinkable happens, do you have a plan in place to ensure your loved ones are taken care of? 

If not, it might be time to think about the financial implications an untimely death can bring about: 

How much will be needed at the time of death to meet immediate obligations: mortgage repayments, debts, leases, education costs, medical bills, and funeral costs?

How much future income is needed to sustain the household - new/additional care costs, normal monthly costs, and ongoing repayments?

If the worst happened, where would my partner and family go? (How would location, and family support, affect the amount of ongoing income required?)

If you already have life insurance, it's essential to make sure you're still covered if you leave the country; many insurers will not allow cover for non-residents. You will also lose employer insurance benefits when you leave employment.

At IWP, we work with a number of Swiss and international insurers who provide truly worldwide cover, giving you peace of mind no matter where you go. 

Example life insurance calculation:

CHF 3,000/month = Current outgoings

CHF 2,000/month = Additional care costs in case of your death

CHF 5,000/month = Total outgoings post-death

Your youngest child is 8 years old, and you would like to have decreasing cover until they are 18 years old.

= CHF 5,000/month x 12 months = 60,000/year x 10 Years = CHF 600,000, decreasing by CHF 60,000 per year.

Health Insurance

After moving to Switzerland, you have 3 months to get health insurance for you and your family, from a provider of your choice. 

There are over 60 providers in Switzerland, and many do not provide literature in English. Such an important decision is usually rushed due to time constraints, and once made it cannot be undone for anywhere from 1 to 5 years. 

Get the right advice from the start – contact us now to schedule a call or appointment with one of our qualified advisers.

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    The team here at IWP are well-versed in suitable investment options for American investors.

  • Insurance

    Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle.

How much do you need to retire?

Your current situation
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
You will need

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.


How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?