Introduction
Starting a business, leading, or engaging in a liberal profession involves much more than professional expertise: it requires a long-term vision, a keen awareness of risks, and the willingness to protect what matters most. As an insurance firm rooted in Aquitaine and operating throughout France, Cabinet Thiéblemont AXA addresses all those who take on this responsibility: entrepreneurs, leaders, liberal professionals, active parents, or young independent workers. Our mission? To provide you with expert, responsible, and human support to ensure the security, growth, and transmission of your professional and family assets, while integrating an essential societal and environmental dimension today.
Understanding the stakes: why protect your assets today?
The constant evolution of regulations, tax pressure, economic uncertainties, and life risks (illness, accident, disability) make a comprehensive protection of assets, whether professional or family, indispensable. For business leaders, adequate coverage ensures continuity of activity and security for loved ones. Liberal professions, for their part, must anticipate the specific risks associated with their status, while active parents seek peace of mind for their family.
Building an adapted asset strategy allows for addressing several stakes: preserving acquired assets, anticipating transmission, optimizing taxation, preparing for retirement, and acting in respect of the environment and society. This global vision, carried by Cabinet Thiéblemont AXA, is based on strong values and attentive listening to each individual situation.
Foresight and insurance: solid foundations for your security
Foresight is the cornerstone of any protection approach. It aims to secure your future in case of setbacks, whether you are an entrepreneur, a liberal professional, or a parent. With solutions such as prévoyance CAP AGIPI or borrower insurance ARC AGIPI, we help you maintain your income and protect your loved ones in case of health issues or accidents.
For self-employed workers (TNS) and liberal professions, individual foresight coverage is essential to compensate for the low protection of the mandatory scheme. With advantageous offers, such as a 25% reduction on the first foresight setup, you benefit from an effective solution tailored to your situation while optimizing taxation.
Companies can also opt for collective solutions: collective foresight, collective health insurance, or end-of-career indemnities. These are levers to retain your employees and enhance the attractiveness of your structure while complying with current regulations (learn more about collective foresight according to the Labor Code).
Savings and retirement: preparing your future with peace of mind
Preparing for retirement and anticipating future projects require establishing an effective and evolving savings strategy. The Individual Retirement Savings Plan (PER) allows for the gradual accumulation of capital while benefiting from tax advantages. For young TNS at the start of their careers, it is a valuable tool to start building their retirement early, even with limited means.
Life insurance AGIPI or euro and euro-growth funds offer high-performing, flexible, and secure savings, tailored to each objective: preparing a project, financing children's education, or optimizing asset transmission. Cabinet Thiéblemont supports you in choosing and managing these schemes, taking into account your needs, profile, and regulatory developments (see the official figures on life insurance in France).
Health and collective support: solutions for everyone
Everyone's health is at the heart of our commitment. The "My Health" and "AGIPI Health" offers allow every professional, parent, or senior to benefit from high-performing health insurance, with advantageous rates for TNS and liberal professions. Accessibility, transparent pricing, and dedicated support are at the core of our commitments.
For companies, implementing collective health insurance contributes to employee retention and meets legal obligations. It enhances the well-being of employees, reduces absenteeism, and values the company's social policy. In a context of administrative complexity, we become your single point of contact to simplify contract management and ensure compliance with your collective agreement (consult employer obligations regarding collective health insurance).
Asset management and transmission: anticipating to ensure sustainability
The transmission of assets is a key step in securing your future and that of your loved ones. Whether you are an entrepreneur concerned about the continuity of your business, a parent wishing to protect your children, or a senior preparing for transmission, we support you in asset organization, estate management, and tax optimization.
Our solutions include support on real estate, life insurance, and foresight, adapted to the family and professional configuration of each client. We ensure to integrate a responsible dimension, prioritizing sustainability and respect for the planet in the choice of savings or investment products (see the framework for responsible investment in France).
A human and responsible commitment to sustainability
What characterizes Cabinet Thiéblemont AXA is above all the importance given to human relationships and social responsibility. We believe that asset protection is not limited to technical solutions: it relies on listening, pedagogy, and long-term support. Our commitment to corporate social responsibility (CSR) translates into responsible choices for the planet and humanity, as well as the desire to make each client an actor in their future.
Our local presence in Nouvelle-Aquitaine allows us to be close to our clients while supporting entrepreneurs, liberal professions, and families across the French territory. Service quality, transparency, and trust are at the heart of every approach, regardless of your profile or asset project.
Testimonials and feedback: concrete answers at every stage of life
Whether it’s about the retirement of a leader, the first setup of a young health professional, the creation of a company, or the protection of a family, our clients face unique challenges. Through a listening approach and expert advice, we have supported hundreds of individuals and businesses in implementing truly appropriate solutions: choice of foresight, balancing savings and investment, tax optimization, management of transmission.
Many entrepreneurs trust us for the implementation of collective schemes, such as foresight or health, to provide their employees with security and peace of mind. Liberal professionals appreciate the ease of access to our offers and the pedagogy in explaining the guarantees. Active parents and seniors testify to the peace of mind gained through personalized support and the clarity of the follow-up provided.
To delve into these issues and discover practical advice, find our detailed file How to Effectively Protect Your Professional and Family Assets When You Are an Entrepreneur or a Liberal Profession? on the Wispra directory.
Conclusion: choose serenity, sustainably and with confidence
Protecting your professional and family assets is much more than an obligation: it is a foundational act that gives meaning to your commitment, secures your future and that of your loved ones, and reflects your values of responsibility and sustainability. At Cabinet Thiéblemont AXA, we are committed to supporting you at every step, with expertise, pedagogy, and respect for your uniqueness. Because your security, your peace of mind, and the sustainability of your assets deserve support that matches your ambitions and commitments.