The budget advisor:
Your key to attracting employers

Time-consuming acquisition is water under the bridge. Attract, convince and retain employer customers without additional effort. The budget advisor is now available in the XEMPUS advisor.

Occupational pension provision without an extra budget

  • Analyze the needs of your employer customers.
  • Use the data-based information material to find the optimum pension solution together.
  • Optimize the existing budget of your employer customers.
  • Show your employer customers how they can benefit from state subsidies and even save costs.

Become a pension expert for your employer clients

  • Create trust through budget optimization, consulting and conclusion from a single source.
  • Address the individual needs of your customers and find the optimal solution.
  • Present ready-made current studies, tax benefits and industry data to strengthen your arguments.
  • Design a holistic pension concept or rely on individual solutions with the bAV, bKV and bAKS.

One step ahead of the competition.

Use the exclusive presentation material in the budget advisor. Ready to use. Data-based. Convincing.

How the budget advisor works in the XEMPUS advisor

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Your partners in consulting with the budget advisor

We are continuously expanding our partners’ range.

You have questions or need information?

We are happy to assist you with advice and support.

Here you will find the most frequently asked questions and further help on the XEMPUS platform.

Register for one of our webinars on our products.