Managing director protection & retirement provision
For entrepreneurs & GmbH managing directors
As managing director you think of everyone – we think of you
Shareholder-managing directors are usually not covered by the statutory pension insurance and at the same time carry the greatest risk in the company. This is exactly where we come in: with a provision and protection strategy that sensibly combines occupational and private building blocks – tax-efficient, cleanly reflected in the balance sheet and tailored to your situation.
Free initial consultation
Your building blocks at a glance
Occupational pension provision, earning-capacity and survivors' protection, and private wealth building – all from a single source.
Managing director pension provision
Pension commitment (Pensionszusage), support fund (Unterstützungskasse) or direct insurance – we structure occupational pension provision for shareholder-managing directors to be tax- and social-security-efficient and cleanly reflected in the balance sheet.
Income & earning-capacity protection
If you can no longer work, the whole company can quickly come to a standstill. We protect your income with occupational disability (BU) and basic-abilities cover – tailored to your role as managing director.
Survivors' & emergency protection
From an emergency plan for your GmbH to protecting your family: we make sure your company and your loved ones remain able to act and are provided for, even in a crisis.
Tax-optimised private provision
Alongside the company solution, we build your private wealth in an evidence-based, cost-efficient way – for a predictable, independent retirement.
Save from gross income – not from taxed net income
Through occupational pension provision, managing directors invest from gross income while also reducing the company's tax burden. We assess which combination of occupational and private provision achieves the greatest net effect in your situation – and support the implementation together with your tax adviser.
Your protection as managing director – strategically planned
In a free initial consultation, we analyse your existing provision and show you where the gaps are and how to close them in a tax-optimised way.
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