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Nevidis, the individual estate planning expert

Specialized in estate planning, Nevidis offers its distribution partners a tailored and 100% digital offer in order to protect the professional and personal assets of each client.

Still little known a few years ago, the estate planning market is now booming, particularly since the COVID-19 related period. This growth is explained, in particular, by the awareness of individuals and companies about its importance. Today more than ever, individual pensions are at the center of strategies and constitute an essential basis for any good asset management. Founded in 2019, Nevidis, a subsidiary of the DLPK group, is a growing player in the market, which has distinguished itself thanks to the personalized support of all its partners and a wide variety of digital services.

In fact, Nevidis has chosen to offer a 100% digital platform with electronic signature and a totally digital affiliation process, regardless of the type of product. ” We have also developed a multi-insurance offer with trusted partners: AG2R La Mondiale, Generali and soon Afi Esca. Each proposed offer is complete, that is, it includes all the solutions that are supposed to protect the family and the company, which for us is the foundation of any organization. says Delphine Sibony, co-founder and CEO of Nevidis.

custom support

Nevidis benefits from the management delegation of its partners, in the entire spectrum of asset protection: debtor insurance, personal protection, cross protection between partners, male/female key contract. ” All contracts are managed on the Nevidis platform in order to have unified management processes and to identify the managers with whom our partners work adds Delphine Sibony.

Finally, Nevidis offers a medical concierge service to support clients in carrying out their various medical examinations.

With the ambition to become a reference player in the still emerging market of individual and property protection, Nevidis also wishes to continue providing quality services to best support its partners and clients.

This content was produced in association with OpenMedias. The BFM Business editorial team was not involved in the production of this content.

Author: In collaboration with OpenMedias
Source: BFM TV

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