Saison 2 - Ep 01 : David Esteve, agent général... mais pas que !

from Parlons Assurances, le podcast pour celles et ceux qui entreprennent · host David Esteve

Après une première saison destinée en priorité aux entrepreneurs individuels et aux professions libérales, ces nouveaux épisodes s’adressent davantage aux chefs d’entreprise, aux employeurs, qui “font face aux mêmes risques que les indépendants, mais qui ont en plus la responsabilité vis-à-vis de leurs équipes.”Ce premier épisode de cette nouvelle saison nous permet de retrouver David Esteve, agent général chez Swiss Life, et de mieux connaître l’homme et le professionnel qui se cache derrière le micro.David Esteve nous partage son parcours, ses expériences personnelles qui l’ont sensibilisé très tôt à l’importance de la prévoyance. Il nous explique quelle est la différence entre un agent général, un courtier et un conseiller bancaire, et revient sur sa vision du métier : accompagner les dirigeants, protéger leurs équipes et surtout construire une relation de confiance durable.Au cours de cet échange, il nous présente également quelques anecdotes concrètes sur la manière dont son accompagnement a permis à certains chefs d’entreprise d’éviter de gros écueils, ou encore comment des placements judicieux peuvent réellement faire la différence.🚀 Une entrée en matière inspirante qui pose les bases d’une saison tournée vers les dirigeants et leurs enjeux : protection des salariés, épargne salariale, trésorerie, et bien plus encore.👉 Abonnez-vous pour ne rien manquer des prochains épisodes !Podcast disponible sur toutes les plateformes d’écoutes : Spotify, Apple Podcast, Deezer, Amazon Music, Google Podcast…Bonne écoute ! 🎧© Elsa Podcasts© David Esteve Swiss Life© musique :The_Forgotten_Instrumental_Cotton_Niblett_(Ausha music)River_Instrumental_Balmforth_Bradley_(Ausha music)Whistling_in_the_Sun_Instrumental_Terrasse_(Ausha music)Main_Street_Symphony_Main_Track_Gueguen_Lebidois_Levesque_(Ausha music)© bruitages : la sonothèque / Freesound Community / BBC#podcast #business #témoignage #parcousPersonnel #ChefDEntreprise #GestionDePatrimoine #employeur #salariés #Entrepreneuriat #Indépendants #TNS #SécuritéFinancière #PodcastBusiness #SwissLife #FinancePerso #PréparerLImprévu #GestionDesRisques #DéveloppementEntreprise Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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This episode was published on September 4, 2025.

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