ÉVÉNEMENTS
Digital insure & AUREP : Des fondations solides pour la construction patrimoniale
A l’occasion de la Convention des 30 ans de l’AUREP, Digital insure a officialisé son partenariat avec cette institution de référence nationale de la formation en gestion de patrimoine.
This collaboration marks strong recognition: Digital Insure is now the only provident insurance provider to join the highly selective circle of AUREP partner companies, alongside leaders in asset management.
Ce partenariat est une véritable passerelle entre le savoir-faire de DI et les prescripteurs experts que sont les CGP, courtiers en protection sociale et les experts-comptables
We provide them with a robust and innovative range of provident solutions, designed to best protect business leaders and high-net-worth individuals. Our modular solutions cover essential needs:
- Family Protection: Secure the living standards of loved ones.
- Inheritance Rights: Ensure liquidity for a smooth transfer.
- Key Person: Protect the company against the loss of a strategic employee.
- Cross-Shareholder: Ensure the company’s continuity in the event of a partner’s death.
- Madelin for Self-Employed: Optimize provident coverage for self-employed managers.
Aware of the challenges involved in selling provident insurance, Digital Insure’s teams have developed a turnkey support system that allows Wealth Management Advisors (CGP) to fully focus on client relationships and their expertise, while we manage comprehensive support, from subscription to administrative management.
Ready to make provident insurance a shared growth driver?
Contact our Field Sales Teams:
