Prisma FlexInvest

Peace of mind when you look into your financial future. Prisma FlexInvest is unit‐linked pension insurance for your personal pension. 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. You have the flexib­ility to make payments as a single premium or recurring premiums. In addition, dynamic changes can be agreed.
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

Peace of mind when you look into your financial future. Prisma FlexInvest is unit‐linked pension insurance for your personal pension. 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. You have the flexib­ility to make payments as a single premium or recurring premiums. In addition, dynamic changes can be agreed.
Together with your adviser, you choose the premiums that fit you best. Your adviser calcu­lates your own personal pension illus­tration with our software.

Your advantages:

  • The entire range of investment options: funds, asset management schemes, ETFs
  • Excellent investment funds from renowned fund companies
  • New: selection of sustainable invest­ments in accordance with ESG criteria
  • Optional value preser­vation concepts Managed for Life and maturity management
  • Death cover of up to 200% of the total premiums
  • Add‐on component of exemption from paying premiums in the event of disab­ility possible
  • Additional payments or withdrawals also possible during the term
  • On maturity, lump‐sum payout, lifelong annuity or partial pension can be selected
  • Can be obtained at a net rate from fee‐only advisers or at a tradi­tional gross rate

Pension insurance with Prisma FlexInvest

An employee, 30 years old, pays a monthly premium of €100 up to the age of 67. With an average performance of 4.5% p.a. by the fund, the man receives a possible payout on maturity of €111,557 or altern­at­ively a possible lifelong annuity of €396.30 per month.
With an average performance of 6.0% p.a. by the fund, the employee receives a possible payout on maturity of €156,401 or altern­at­ively a possible lifelong annuity of €555.60 per month.

More products and inform­ation

Prisma
Direk­tver­sicherung

Are you inter­ested in Direk­tver­sicherung that offers employers and employees a variety of financial advantages? PrismaLife Direk­tver­sicherung offers many advantages.

Prisma UKasse

Extend the tax‐free scope of the occupa­tional pension beyond the limits of Prisma UKasse with PrismaLife’s provident fund.

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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