Helvetia Vorsorge 3a
St. Gallen
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Helvetia focuses its pillar 3a offering on combined solutions that pair savings capital with risk coverage. Anyone who also wants protection against disability or death will find a compact option in the insurance variant.
What matters for a mortgage is that Helvetia handles early withdrawals of 3a capital directly and informs the lender. Pledging is also possible if the capital shouldn't be liquidated right away. Helvetia advises clients at one of its agencies across Switzerland or by phone.