{"id":2971,"date":"2023-04-13T15:04:43","date_gmt":"2023-04-13T15:04:43","guid":{"rendered":"https:\/\/swiss-prime.ch\/?page_id=2971"},"modified":"2024-07-24T08:04:57","modified_gmt":"2024-07-24T08:04:57","slug":"insurance-checklist","status":"publish","type":"page","link":"https:\/\/swiss-prime.ch\/en\/insurance-checklist\/","title":{"rendered":"After Tax Consultation Checklist"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#e8ebef;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-center fusion-flex-justify-content-center\" style=\"max-width:1248px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_3_4 3_4 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;background-color:#ffffff;padding: 0px 40px 20px 40px;\"><div class=\"fusion-text fusion-text-1\"><h3 style=\"margin-bottom: 0px;\">Checklist<\/h3>\n<h5 style=\"margin-top: 0px; margin-bottom: 15px;\">Insurance and Pension Review<\/h5>\n<\/div><div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f2970-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/wp-json\/wp\/v2\/pages\/2971#wpcf7-f2970-o1\" method=\"post\" class=\"wpcf7-form init cf7mls-no-scroll cf7mls-no-moving-animation\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"2970\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.4\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f2970-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<div class=\"float-leftbox\">\n<p style=\"margin-bottom:0px;font-weight:bold\">Are you interested in an insurance comparison? <\/p>\n<div style=\"font-size:12px\">Car, health, legal insurance etc.<\/div>\n<\/div>\n<div class=\"float-rightbox big\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-comparison\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-comparison\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-comparison\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Are you interested in a pillar 2 purchase consultation?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-pillarcons\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-pillarcons\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-pillarcons\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Are you interested in a pillar 3a?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-pillar\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-pillar\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-pillar\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Would you like a comparison of your pillar 3 savings?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-pillarsave\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-pillarsave\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-pillarsave\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Would you be interested in a pension analysis (Pillar 1 & 2)?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-pension\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-pension\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-pension\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Would you like to know more on how to buy property in Switzerland?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-property\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-property\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-property\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Would you be interested comparing your current Swiss mortgage?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-mortgage\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-mortgage\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-mortgage\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Are you interested in comparing your investments or making new investments?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-invest\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-invest\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-invest\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>Would you provide feedback on our tax services on Google?<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-google\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-google\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-google\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<div class=\"float-leftbox\"><strong>None of the above. I\/we don\u2019t require a consultation.<\/strong><\/div>\n<div class=\"float-rightbox\"><span class=\"wpcf7-form-control-wrap\" data-name=\"ins-none\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"ins-none\" value=\"Yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"ins-none\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/div>\n<div style=\"clear:both\"><\/div>\n<h5 style=\"font-size:18px\">By signing the form below you agree to be contacted by a Swiss Prime International Consultant to discuss your above choices.<\/h5>\n<div class=\"float-leftboxwide\"><span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input type=\"text\" name=\"your-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" 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