Prisma FlexInvest (DE)

Look to your financial future with peace of mind. Prisma FlexInvest (DE) is a unit-linked pension insurance for your private provision. It adapts to your individual life circum­stances and offers you maximum flexi­bility at every stage of life. Benefit now from the various investment options and secure your pension. Payments can be made as a single premium or as regular premium payments. In addition, you can agree on dynamic changes.
Together with your adviser, you choose the premiums that fit you best. Your adviser calcu­lates your own personal pension illus­tration with our software.

Prisma FlexInvest

Look to your financial future with peace of mind. Prisma FlexInvest is a unit-linked pension insurance for your private provision. It adapts to your individual life circum­stances and offers you maximum flexi­bility at every stage of life. Benefit now from the various investment options and secure your pension. Payments can be made as a single premium or as regular premium payments. In addition, you can agree on dynamic changes.
Together with your adviser, you choose the premiums that fit you best. Your adviser calcu­lates your own personal pension illus­tration with our software.

PRODUCT BROCHURE (PDF, GERMAN VERSION)

Your advan­tages

  • The entire range of investment options: ETFs, equity funds, bond funds, money market funds, theme funds, environ­mental and sustain­ability funds, regional funds and asset-managing mixed funds.
  • Excellent investment funds from renowned fund companies
  • Optional value preser­vation concepts Managed for Life and Maturity Management
  • Exclusive reallo­cation management
  • Death cover of up to 200% of the premium sum
  • Additional option: premium waiver possible in the event of occupa­tional disability
  • Additional payments or partial surrenders also possible during the duration
  • Selec­table on maturity: lifelong annuity, single lump-sum payment, regular payments according to the payout plan or transfer of fund shares
  • Cross-Border-Option in case of relocation abroad
  • Available as a net rate from fee-only advisers or as a tradi­tional gross rate

Pension insurance with Prisma FlexInvest

A customer, 30 years old, pays a monthly premium of €200 until the age of 67. With an average perfor­mance of 4.5 % p.a. of the funds, the customer receives a possible maturity benefit of €253,348. If an average perfor­mance of 6.0 % p.a. is achieved, the client has a possible maturity benefit of €357,154.

Alter­na­tively, he can select from a flexible payout plan or a lifelong monthly pension.

The customer can choose from numerous investment strategies from ETFs, portfolios of renowned asset managers, managed strategies and many individual funds of all asset classes. The above calcu­lation was made with the fund "Franklin Global Growth Fund N (acc) EUR" (global blue chip growth equities) using the net method.

More products and infor­mation

Fund infor­mation

Our wide range of funds has more than 100 funds for you to choose from. They include ETFs, equity funds, bond funds, money market funds, thematic funds, environ­mental and sustain­ability funds, region funds and managed mixed funds.

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