Our support
CGEFI is committed to providing personal and confidential support to its clients.
Providing a single contact point, regular updates and objective offer comparisons through an open architecture approach: our staff provide support that is perfectly suited to asset management issues and objectives.
Contact and proximity
For the last 30 years, one of the most important things for us has been to provide full and confidential support for all of our private and professional clients.
Independence
This is essential; it allows us to openly propose the best life insurance contracts to institutional clients and financial sector professionals.
Expertise
More than 30 years of experience in providing multi-disciplinary skills that respond objectively and personally to your clients’ asset management requirements.
Innovation
In a constantly evolving political, legal, fiscal or regulatory context, innovation is the only way to progress and build long-standing relations.
Independent brokering assistance
Independent brokering assistance
- A key contact to respond to all of your needs
- Personalised and complete client support with frequent personal updates
- Dedicated bespoke support
- Careful analysis of offers and partners
- Objective and independent advice (no company affiliations)
- Anticipation and management of administrative formalities
- Rates equivalent to a direct subscription from an insurance company
- Service quality at the heart of our preoccupations
- Legal and fiscal regulatory monitoring
- Authorised broker with fully up to date obligatory professional qualifications
Contact us
CGEFI assists institutional and financial sector clients, along with its private client-base, in the elaboration and implementation of dedicated asset management planning.
of our brokers
