{"id":3092,"date":"2019-01-17T09:34:36","date_gmt":"2019-01-17T08:34:36","guid":{"rendered":"https:\/\/www.big-brokers.ch\/titanus-insurance-planning\/"},"modified":"2025-10-22T11:48:15","modified_gmt":"2025-10-22T09:48:15","slug":"big-insurance-brokers","status":"publish","type":"page","link":"https:\/\/big-brokers.ch\/en\/big-insurance-brokers\/","title":{"rendered":"BIG Insurance Brokers – for over 20 years"},"content":{"rendered":"

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BIG Insurance Brokers<\/h2>\n

Precision, reliability and maximum discretion are part of our identity.<\/h6>\n <\/div>\n \n <\/div>\n \n
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Our team is made up of professionals dedicated to individual markets and is specialized in offering tailor-made solutions in sectors such as estate planning, asset protection and asset conservation through the use of innovative life insurance products.
\nHigh Net Worth (HNW) individuals, private banks, IFA (Independent Financial Advisors), family offices, tax advisors and legal consultants are our natural interlocutors; we offer them our expertise in a qualified, independent and multidisciplinary context supported by solid international tax and legal experience.
\nOur company is based in Lugano and operates under direct license in Switzerland, France and Monaco. The direct presence has allowed us to create a very strong connection with the most important European financial centers: a privileged situation that has allowed us to develop a significant track record in the wealth planning sector.<\/p>\n <\/div>\n \n

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This objective was achieved thanks to the exclusive partnerships established with the most important insurance institutions who chose BIG Insurance Brokers<\/u> for their seriousness and technical knowledge. <\/p>\n
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Sviluppo Finanziario<\/strong><\/small> \n 75%<\/small> <\/div>\n \n
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Analisi strategica<\/strong><\/small> \n 91%<\/small> <\/div>\n \n
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Partnership<\/strong><\/small> \n 88%<\/small> <\/div>\n \n
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How we operate<\/span>\n \n

Consulting, analysis and strategies.<\/h2>\n \n \n

BIG Insurance Brokers offers private banking customers highly personalized and independent consultancy services aimed at increasing the distribution strength and quality of insurance portfolio management. From the introductory meeting to the signing of the contract, each step is managed in an optimal and punctual manner, in order to obtain a perfect combination between the customer's needs and the insurance proposal. To maintain complete independence and autonomy, BIG Insurance Brokers has always preferred to focus exclusively on the insurance part and, unlike direct competitors, does not deal with financial management.<\/h6>\n <\/div>\n \n <\/div>\n \n \n
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01<\/span>\n

INTERESSE DEL CLIENTE<\/h4>\n
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INTERESSE DEL CLIENTE<\/h4>\n

Interesse del cliente verso la sottoscrizione di una polizza di Private Life Insurance<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n

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CONTATTO CON IL BROKER<\/h4>\n
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CONTATTO CON IL BROKER<\/h4>\n

Contatto con il broker, ruolo chiave nelle trattative di Private Life Insurance<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n

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INCONTRO TRA CLIENTE E BROKER<\/h4>\n
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INCONTRO TRA CLIENTE E BROKER<\/h4>\n

Incontro tra cliente e broker durante il quale viene selezionata la compagnia che risponde al meglio alle aspettative del cliente<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n<\/section>\n \n

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04<\/span>\n

SOTTOSCRIZIONE POLIZZA<\/h4>\n
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SOTTOSCRIZIONE POLIZZA<\/h4>\n

Sottoscrizione della polizza tra cliente e broker<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n

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PAGAMENTO PREMIO<\/h4>\n
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PAGAMENTO PREMIO<\/h4>\n

Pagamento premio: la compagnia assicurativa apre un conto presso la banca depositaria selezionata<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n

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06<\/span>\n

GESTIONE POLIZZA<\/h4>\n
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GESTIONE POLIZZA<\/h4>\n

Gestione polizza da parte della compagnia in base al profilo di rischio scelto dal cliente<\/p>\n <\/div>\n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n \n <\/div>\n \n <\/div>\n \n <\/div>\n \n<\/section>\n[vc_empty_space height=”60″][vc_column_text css=””]<\/p>\n

To maintain complete independence and autonomy, BIG Insurance Brokers always prefers to focus exclusively on insurance and, unlike its direct competitors, does not deal with financial management.<\/span><\/p>\n

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Network<\/span>\n

A direct presence on all major markets.<\/h2>\n

BIG Insurance Brokers operates in full compliance with the European IDD (Insurance Directive Distribution) directive, which regulates the placement, assistance, consultancy activity and, in general, any action having as its object an insurance contract and as subject a risk located in a European country.<\/h6>\n <\/div>\n \n

In addition to the countries in which we have a direct presence (Switzerland, Monaco and France), we are active on the main European markets and have proven experience with Russian, Israeli, Turkish and various South American customers. We are the only PPLI specialist broker with full local license and presence in Monaco, New Caledonia and Switzerland. A real guarantee for customers and partners in terms of service quality and respect for the legal framework in which we operate.<\/p>\n

In addition to the operations offered by the three offices, there is the support of over 10 collaborators who work every day within an extensive network of legal and tax professionals. A flexible and highly dynamic structure capable of providing solutions and responses aimed at High Net Worth individuals, their family offices around the world and the private banking sector.<\/p>\n \"Image\" <\/div>\n \n <\/div>\n \n<\/section>\n[\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” content_placement=”middle”][vc_column] \n

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Contact and contact your specialized contact<\/h2>\n

Personalized information and consultancy all over the world.<\/h6>\n <\/div>\n \n <\/div>\n \n
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Area <\/br> Italia<\/h4>\n

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Area <\/br>Svizzera<\/h4>\n

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Area Francia <\/br>e Monaco<\/h4>\n

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Area <\/br>Regno Unito<\/h4>\n

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Area Grecia <\/br>e Middle East<\/h4>\n

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Area <\/br>Spagna e LatAm<\/h4>\n

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[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_empty_space height=”60″][vc_column_text css=””] To maintain complete independence and autonomy, BIG Insurance Brokers always prefers to focus exclusively on insurance and, unlike its direct competitors, does not deal with financial management. 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