{"id":3095,"date":"2019-01-17T09:34:36","date_gmt":"2019-01-17T09:34:36","guid":{"rendered":"https:\/\/www.big-brokers.ch\/titanus-insurance-planning\/"},"modified":"2025-10-22T12:18:19","modified_gmt":"2025-10-22T10:18:19","slug":"big-insurance-brokers","status":"publish","type":"page","link":"https:\/\/big-brokers.ch\/fr\/big-insurance-brokers\/","title":{"rendered":"BIG Insurance Brokers – depuis plus de 20 ans"},"content":{"rendered":"

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BIG Insurance Brokers<\/h2>\n

Pr\u00e9cision, fiabilit\u00e9 et discr\u00e9tion maximale font partie de notre identit\u00e9.<\/h6>\n <\/div>\n \n <\/div>\n \n
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Notre \u00e9quipe est compos\u00e9e de professionnels d\u00e9di\u00e9s \u00e0 des march\u00e9s individuels et est sp\u00e9cialis\u00e9e dans l'offre de solutions sur mesure dans des secteurs tels que la planification successorale, la protection et la conservation des actifs gr\u00e2ce \u00e0 l'utilisation de produits d'assurance-vie innovants.
\nLes particuliers fortun\u00e9s (HNW), les banques priv\u00e9es, les IFA (Independent Financial Advisors), les family offices, les conseillers fiscaux et les consultants juridiques sont nos interlocuteurs naturels ; nous leur proposons notre expertise dans un contexte qualifi\u00e9, ind\u00e9pendant et multidisciplinaire appuy\u00e9 par une solide exp\u00e9rience fiscale et juridique internationale.
\nNotre soci\u00e9t\u00e9 est bas\u00e9e \u00e0 Lugano et op\u00e8re sous licence directe en Suisse, en France et \u00e0 Monaco. La pr\u00e9sence directe nous a permis de cr\u00e9er un lien tr\u00e8s fort avec les places financi\u00e8res europ\u00e9ennes les plus importantes : une situation privil\u00e9gi\u00e9e qui nous a permis de d\u00e9velopper un track record important dans le secteur de la planification patrimoniale.<\/p>\n <\/div>\n \n

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Cet objectif a \u00e9t\u00e9 atteint gr\u00e2ce aux partenariats exclusifs \u00e9tablis avec les plus importantes institutions d'assurance qui ont choisi BIG Insurance Brokers<\/u> pour leur s\u00e9rieux et leurs connaissances techniques. <\/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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Comment nous op\u00e9rons<\/span>\n \n

Conseil, analyse et strat\u00e9gies.<\/h2>\n \n \n

BIG Insurance Brokers propose aux clients de la banque priv\u00e9e des services de conseil hautement personnalis\u00e9s et ind\u00e9pendants visant \u00e0 accro\u00eetre la force de distribution et la qualit\u00e9 de la gestion du portefeuille d'assurance. De l'entretien de pr\u00e9sentation \u00e0 la signature du contrat, chaque \u00e9tape est g\u00e9r\u00e9e de mani\u00e8re optimale et ponctuelle, afin d'obtenir une parfaite ad\u00e9quation entre les besoins du client et la proposition d'assurance. Pour conserver une totale ind\u00e9pendance et autonomie, BIG Insurance Brokers a toujours pr\u00e9f\u00e9r\u00e9 se concentrer exclusivement sur la partie assurance et, contrairement \u00e0 ses concurrents directs, ne s'occupe pas de la gestion financi\u00e8re.<\/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

Pour conserver une totale ind\u00e9pendance et autonomie, BIG Insurance Brokers pr\u00e9f\u00e8re toujours se concentrer exclusivement sur l’assurance et, contrairement \u00e0 ses concurrents directs, ne s’occupe pas de gestion financi\u00e8re.<\/span><\/p>\n

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Network<\/span>\n

Une pr\u00e9sence directe sur tous les grands march\u00e9s.<\/h2>\n

BIG Insurance Brokers op\u00e8re en totale conformit\u00e9 avec la directive europ\u00e9enne IDD (Insurance Directive Distribution), qui r\u00e9glemente l'activit\u00e9 de placement, d'assistance, de conseil et, en g\u00e9n\u00e9ral, toute action ayant pour objet un contrat d'assurance et pour sujet un risque situ\u00e9 dans un pays europ\u00e9en.<\/h6>\n <\/div>\n \n

Outre les pays dans lesquels nous sommes directement pr\u00e9sents (Suisse, Monaco et France), nous sommes actifs sur les principaux march\u00e9s europ\u00e9ens et disposons d'une exp\u00e9rience av\u00e9r\u00e9e aupr\u00e8s de clients russes, isra\u00e9liens, turcs et divers sud-am\u00e9ricains. Nous sommes le seul courtier sp\u00e9cialis\u00e9 PPLI avec une licence locale compl\u00e8te et une pr\u00e9sence \u00e0 Monaco, en Nouvelle-Cal\u00e9donie et en Suisse. Une v\u00e9ritable garantie pour les clients et partenaires en termes de qualit\u00e9 de service et de respect du cadre juridique dans lequel nous \u00e9voluons.<\/p>\n

Aux op\u00e9rations propos\u00e9es par les trois bureaux s'ajoutent le soutien de plus de 10 collaborateurs qui travaillent chaque jour au sein d'un vaste r\u00e9seau de professionnels juridiques et fiscaux. Une structure flexible et tr\u00e8s dynamique, capable d'apporter des solutions et des r\u00e9ponses destin\u00e9es aux particuliers fortun\u00e9s, \u00e0 leurs family offices dans le monde et au secteur de la banque priv\u00e9e.<\/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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Choisissez et contactez votre interlocuteur sp\u00e9cialis\u00e9<\/h2>\n

Informations et conseils personnalis\u00e9s partout dans le monde.<\/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=””] Pour conserver une totale ind\u00e9pendance et autonomie, BIG Insurance Brokers pr\u00e9f\u00e8re toujours se concentrer exclusivement sur l’assurance et, contrairement \u00e0 ses concurrents directs, ne s’occupe pas de gestion financi\u00e8re. 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