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Real client scenarios: Zurich retiree comparisons
Examples that inform practical decisions
This section highlights anonymized, consented case studies showing how modest plan adjustments changed monthly net revenue and predictable out-of-pocket costs. Each case includes the initial situation, two alternative strategies, the business simulation over 24 months and a conclusion with actionable next steps. Cases focus on realistic activity-offs rather than optimistic projections, aiming to help retirees choose measures that align with budget and care preferences.
Case A: Laddered annuity start dates to smooth revenue and tax exposure
Case B: Supplementary insurance swap to reduce premiums while maintaining essential hospital access
Case C: Partial pillar 2 buy-in vs retaining availability — outcome comparison