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Your review in 2 minutes.

Six simple questions. At the end, you get your two or three priorities, and you can ask Roland to go further.

Question 1 of 6 Question 1 of 6

How old are you?

Your priorities are not the same at 45 as at 65.

Under 40 40 to 49 50 to 59 60 to 69 70 or over

Question 2 of 6 Question 2 of 6

What is your family situation?

To know who needs protecting.

Single, no dependants In a couple, no dependent children With children or other dependants

Question 3 of 6 Question 3 of 6

Where are most of your savings?

Excluding your main home.

Mostly in a current account Mostly in savings accounts (Livret A, LDDS…) Already in life insurance or a PER Mostly in rental property A bit of everything

Question 4 of 6 Question 4 of 6

What is your tax bracket?

It appears on your French tax notice as the “marginal rate”.

I don't pay income tax 11 % 30 % 41% or more I don't know

Question 5 of 6 Question 5 of 6

What are your plans?

Several answers possible.

Prepare my retirement Get a better return Help my children, prepare my estate Buy a property

Question 6 of 6 Question 6 of 6

Would your loved ones be protected if something happened to you?

Death, disability, long-term sick leave.

Yes, I'm well covered No, not really I don't know

Your reviewby Roland BOUVIER

Your priorities

Based on your answers, here are the topics to look at first.

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Go further with Roland

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This review gives general pointers and does not constitute personalised advice. Start again

BOUVIER Patrimoine

Insurance professional since 1987

Cabinet BOUVIER · Roland BOUVIER, insurance broker registered with ORIAS (the French register of insurance intermediaries) under no. 07 029 399 (www.orias.fr). Professional liability insurance and financial guarantee in accordance with the French Insurance Code. Complaints: 750 chemin de Bondonneau, 26780 Allan, France.

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