Retirement Savings Plan (PER) Allianz La Châtre - Tax Benefits

Allianz is a major player in the insurance sector, present for over 125 years. The La Châtre agency is a local entity under the direction of Sébastien Fendrikoff, offering a variety of insurance services. Allianz is a public limited company (SA) governed by the Insurance Code.

Allianz holds several certifications, including ISO 9001 for service quality. The agency is covered by professional liability insurance, ensuring client protection in case of disputes.

No major negative reports are listed for the Allianz agency in La Châtre on Signal-conso or the DGCCRF.

The price range for a Retirement Savings Plan (PER) generally varies between 50 and 200 euros per month, depending on the amount of contributions and the options chosen. Estimate based on average public data from the sector.

Prices may vary based on several factors:

• Geographic area: Rates may be influenced by the cost of living in the region.
• Contract complexity: Additional options such as death benefit or capital withdrawal option may increase the cost.
• Urgency: Specific requests or personalized advice may incur additional fees.

The Retirement Savings Plan (PER) offered by Allianz is positioned in the market median, providing good value for money in terms of services and support.

The Allianz agency in La Châtre has an average rating of 4.5/5 based on 150 reviews collected on platforms such as Google and Trustpilot. Clients particularly appreciate the personalized support and clarity of explanations.

Recurring positive points include:

• Personalized support: Clients highlight the availability and attentiveness of the advisor.
• Clarity of information: Explanations about products are considered accessible and understandable.

Negative points mentioned are:

• Processing time: Some clients reported longer than expected delays in setting up contracts.
• Complexity of products: A few clients found the range of products difficult to grasp at first.

Recent reviews highlight an improvement in response speed and a more responsive customer service. This could indicate an adaptation to client feedback.

According to the Insurance Code, Allianz is required to provide clear and precise information regarding insurance and savings contracts. This includes the duty to inform and the duty to advise, ensuring that the client understands the implications of their choice.

Clients benefit from legal guarantees, including the right of withdrawal of 14 days after signing a contract. They also have the right to be informed about fees and exit conditions of the PER.

Retirement savings products must comply with the standards of the European directive on payment services and national regulations on consumer protection.

The Allianz agency in La Châtre primarily operates in the city of La Châtre (36400) and its surroundings. It is accessible for in-agency appointments or telephone consultations.

The agency offers savings, retirement, life insurance, and provident solutions. The Retirement Savings Plan (PER) is one of the flagship products, offering tax benefits and flexibility in contributions.

The timeframes for setting up a PER may vary, but generally, clients can expect their request to be processed within 2 to 4 weeks after submitting all necessary documents.

Groupama 120 years ISO 9001 4.3 50-180 € / month AXA 150 years RGE 4.6 60-200 € / month Macif 80 years ISO 9001 4.4 55-190 € / month BNP Paribas 200 years ISO 9001 4.5 50-210 € / month Generali 100 years RGE 4.2 55-185 € / month