Duty to disclose, duty to advise, extended right of withdrawal, mediation, legal action: if you disagree with your insurer regarding a contract...
Individuals - Life Insurance - Page 3
After several years of disappointing returns, euro-denominated funds are regaining their appeal. In 2025, their average return reached 2.65%, exceeding...
Tax filing season is here, and with it comes a host of questions for life insurance policyholders. Do you need to report your gains? ...
Flexible, accessible, and tax-advantaged, life insurance isn't just for saving. When used properly, it can become a source of income...
Forgotten savings accounts, unclaimed life insurance policies, bank accounts that have been lost track of… Last year, the Caisse des Dépôts returned 164 million euros ...
One in two French people considers money a source of anxiety. The result: postponed decisions, avoided discussions, and a massive shift toward...
How can you turn your life insurance policy into a source of supplemental income without canceling the policy or cashing out your entire balance all at once? Scheduled withdrawals offer...
With a savings rate reaching 18% of disposable income in 2025 and household wealth now exceeding 6,500 billion euros, France is...
With more than 2,100 billion euros in outstanding premiums, life insurance remains the top investment choice for the French. But behind the facade of a product that people believe...
The PER (Retirement Savings Plan) continues to gain momentum, with assets under management growing by nearly 20% year-over-year. The Ministry of the Economy reports...
Life insurance is often touted as the go-to wealth management tool for the French. With nearly 2,100 billion euros in assets under management, it constitutes ...
The beneficiary clause is the central element of a life insurance policy. It determines who will receive the death benefit upon the policyholder's death, and ...
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The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...
After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...
A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...















