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8 and 9 of November 2023 Donostia - San Sebastian

Home / Programa / Reverse Mortgage

Wednesday 8, November

17:20 PM Room 2

Reverse Mortgage

Advisors (Financial Planning, insurance)

PRESENTERS


ON THE SOLUTION PROVIDED


Presentation of the financial product "Caser Reverse Mortgage", an instrument used to cash in property assets in order to top up retirement pensions with an additional income, to boost the living standards of elderly people

ORGANISED BY


Caser Grupo Helvetia

LIFELONG EARNINGS:

3 systems: With recovery of 99% of the capital invested, a larger monthly sum but no recovery of the investment and tax exemption for reinvestment for those over 65, with recovery of 45% of the capital invested.

DEPENDENCY:

Capital up to 200,000 EUR for severe or major dependency.

PENSION PLANS:

Extensive range of pension products.

REVERSE MORTGAGE:

Asset cash-in formula for property owners over 65.

CASER SENIORS AT HOME:

Policy for dwelling, along with assistance service for our seniors.

LIFE INSURANCE:

For elderly people with centred capital, on the basis of types of injuries to cover unforeseen circumstances due to a fall.

CASER CARE LIFELONG EARNINGS:

Assistance and care services in the home.

ADVANCED TELECARE

FACILITATOR


20 Presentations

40 Workshops

We look forward to seeing you
at Adinberri Silver
Forum

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