Savings and investment insurance
Plan your financial future with Sabseg.
Make your savings work for you.
At Sabseg, we understand the importance of planning your financial future and making your savings work for you. That is why we offer a range of savings and investment insurance designed to fit your personal goals and circumstances, whether you seek security, profitability, or tax advantages.
Personalized needs analysis:
We begin by creating a needs assessment to provide you with the investment portfolio most suitable for your situation. Our team of experts will advise you based on your financial goals, risk profile, and time horizon.
In addition, we have digital tools that allow us to provide personalized tracking of each investment portfolio. You will be able to know at all times the situation and evolution of your investments, facilitating informed decision-making.
Highlights
Flexibility
We adapt our products to your financial needs.
Security
Protect your capital while seeking profitability.
Expert advice
Personalised analysis and monitoring of your investments.
Coverages
We present to you a variety of products so you can choose the one that best suits your needs.
Unique premiums
Single premiums are one-time contributions that allow you to invest a set amount of capital without the need to make periodic contributions. This type of product is ideal if you have capital that you wish to invest efficiently and flexibly.
Guaranteed funds
Guaranteed funds are investment products mainly aimed at conservative savers. They are characterized by guaranteeing the invested capital and linking profitability to the evolution of the markets, as long as you hold the product until the established maturity. In this way, you obtain security in your investment and the possibility of achieving additional profitability.
Unit linked
Unit Linked are savings products in which the policyholder assumes the investment risk. Your portfolio will be distributed in values of the financial markets and always designed respecting your risk tolerance. This product is ideal if you are looking for higher returns and are willing to assume a level of risk that corresponds to your investor profile.
SIALP (Individual Long-Term Savings Insurance)
The SIALP is a medium to long-term periodic savings product (not less than 5 years) that offers tax exemption on the profits obtained after 5 years of permanence, as long as you do not exceed the maximum annual contribution of €5,000. It offers the security of a guaranteed return throughout the life of the product, making it an excellent option for those looking to combine safety and tax advantages.
PIAS (Individual Systematic Savings Plan)
The PIAS is a medium to long-term periodic savings product (starting from 8 years) with tax exemptions starting from the 5th year if it is converted into a life annuity. We have a wide and diverse portfolio according to your profile as a saver. The maximum annual contribution limit is €8,000 and the total contributions cannot exceed €240,000. It is a flexible and efficient option for planning your retirement or supplementing your future income.
Savings and investment insurance
How can we help you?
Contact your specialists for Savings and investment insurance