FINANCIAL PROTECTION

We enhance the security of pension plans and savings_

Our saving protection for every situation in life

Whether in shares or ETFs, savings plans with neobrokers are growing increasingly popular. But what happens when customers encounter financial instability due to unexpected events like accidents, illness, or unemployment? While most providers allow customers to pause or terminate savings plans at short notice, the need for consistent contributions remains – retirement savings, after all, don’t become less essential due to a temporary inability to work.

This is where ZERO’s Savings Protection steps in. We cover the monthly contributions, allowing your customers to continue building their savings while ensuring your cash flow remains steady.

What is ZERO’s Savings Protection?

Services

Our savings protection covers monthly savings’ rates if customers become unable to work for more than 6 weeks or become involuntarily unemployed.
Our service is aimed at employees and self-employed workers.
Your customers can focus on what matters most: recovery without any uncertainty about their pension.

Integrations

ZERO’s Savings Protection becomes an integral part of your service package – an upgrade for your product, so to speak. Customers automatically enjoy insurance coverage without any additional bureaucracy.

Benefits

Our insurance feature provides your customers with financial security and flexibility in times of emergency. This approach not only enhances customer loyalty and satisfaction but also differentiates you in the market, establishing new industry standards.
Your customers enjoy peace of mind and, at the same time, you ensure that customers do not cancel their savings plans in the event of a financial crisis. A win-win situation for everyone.

We ensure the integration of Invisible Insurance is as straightforward as it gets:   

Firstly, we take care of the product integration together, then we deal with the technical integration. The first step in product integration is to find out how you want to integrate the insurance into your offer. In this conception phase, we are happy to support you in identifying the appropriate model. Depending on which services or products you want to enhance with an insurance benefit, for example a premium membership, a one-time insurance or a premium price model may make sense as an offer to your customers. In the latter case, the product is offered without insurance coverage as well as with coverage – as a premium variant.

Once the concept and thus the framework for the insurance has been created, the next step is to create a purpose-fit insurance solution. This involves clarifying which insurance has added value for customers and which data is available to calculate the price. The technical integration is followed by the implementation of the created product concept. If necessary, you can adjust your website and integrate ZERO’s technical interface. By using the API connection, you can add or remove members, manage contracts and much more. Even if you want to change something manually, you can do so via our web interface, which gives you unrestricted access to the insurance. 

Got questions?
Play it safe with ZERO

Our Savings Protection allows customers to continue their savings plans even if they become temporarily unable to pay due to long-term illness or involuntary unemployment. ZERO covers the monthly savings rate if customers are sick for more than 6 weeks (from the 42nd day of illness) or become involuntarily unemployed and receive unemployment benefits (ALG I) from the employment agency.

“Involuntarily unemployed” refers to individuals who are out of work due to circumstances beyond their control, rather than by choice. This means that the unemployment occurs without a person’s own fault or action. This can happen due to external circumstances such as layoffs, company closures, or economic crises, where the affected person had no control over the loss of their job.

Our Savings Protection covers the monthly rate of the savings plan.

Our concept is suitable for a wide range of savings plans, e.g. ETF savings plans or stock savings plans.

Our Savings Protection is designed to be a fixed service feature of the monthly service fee for the savings plan.

We only need the certificate from the statutory health insurance that the insured person is receiving sick pay or a certificate from the Federal Employment Agency that unemployment benefit is granted. All certificates are submitted through our platform partner, who forwards the documents to us.

The first point of contact is always our partner platform. All necessary documents are requested and forwarded to us through them. If there are unexpected questions, ZERO contacts the insured person and obtains the required information.

Let’s talk together about your Savings Protection

We’re happy to advise you.