SeniorProtectPlan provides tailored insurance advisory and service packages for pensioners in Switzerland. Our mission is to simplify the complex insurance landscape, helping seniors access affordable health, care, and financial protection while maintaining independence and peace of mind.
We differentiate ourselves through:
Exclusive focus on seniors and retirees.
Transparent, step-by-step consultation process.
Partnerships with leading Swiss insurers.
Personalized, ongoing support beyond the initial contract.
Our primary customers are:
Pensioners and retirees (65+) living in Switzerland.
Pre-retirement individuals (55–65) preparing for retirement security.
Families of pensioners seeking long-term care solutions for parents.
SeniorProtectPlan generates income through:
Subscription Packages (Essential, Comprehensive, Premier) – Monthly service fees (CHF 39–119) for consultation, claims support, and personalized planning.
Commission from Insurance Providers – Referral fees for new contracts or upgrades arranged through partner insurers.
Premium Advisory Services – One-off consulting fees for tax optimization, estate planning, or custom care strategies.
Workshops & Seminars – Paid educational events on senior healthcare, pension law, and financial security.
Main expenses include:
Staffing – Advisors, insurance specialists, customer support.
Marketing & Sales – Website maintenance, targeted advertising, senior community outreach.
Partnership Fees – Licensing, compliance, and insurer integration costs.
Operations – Office, technology, secure data management, compliance with Swiss regulations.
Website – Main customer acquisition channel, with clear service descriptions and online consultation booking.
Partnerships with retirement communities, clinics, and senior associations – Referral partnerships.
Online Marketing – Targeted ads in Swiss-German, French, and Italian markets.
Offline Outreach – Printed guides, local events, and information stands at senior fairs.
Personalized Consultation – One-on-one sessions, in person or online.
Ongoing Support – Continuous claims assistance and annual reviews.
Trust & Transparency – Simple language, clear pricing, and no hidden clauses.
Swiss insurance providers (health, travel, life, long-term care).
Healthcare institutions (hospitals, clinics, senior care centers).
Legal & financial experts for pension, tax, and estate planning.
Insurance needs analysis and advisory.
Policy comparison, selection, and optimization.
Customer education and awareness building.
Claims support and advocacy.
Continuous product improvement via customer feedback.
SeniorProtectPlan aims to become Switzerland’s most trusted brand for senior insurance services, recognized not only for advisory but also for community engagement, education, and digital tools that simplify insurance for seniors and their families.