Working with leading insurance providers
Your Money Should Work for You
Most of Israeli citizens' money is currently sitting idle in banks - where it literally 'gathers dust'. Not only is this money not working for us, but it's actually being eroded over time due to inflation.
Investment Pension Fund
Advanced platform offering high long-term returns, full liquidity and unique tax benefits. Investments managed by leading investment houses.
Savings Policies
Savings managed by large institutional bodies with a wide range of investment tracks. Full flexibility and adaptation for family and children.
Study Fund
The most profitable financial savings! Unique tax benefits for self-employed and employees, capital gains tax exemption and professionally managed investments.
Comprehensive Coverage for All Areas of Life
Beyond pension and financial insurance, I provide comprehensive insurance coverage for all areas of life - from private health insurance to travel insurance abroad
Travel Insurance Abroad
Comprehensive travel coverage with 24/7 personal support. Why through an agent and not 'at the click of a button'? Because in the moment of truth you need real support.
Private Health Insurance
Essential for every family! Covers what health funds and Shaban don't cover - serious illnesses, advanced medications and surgeries abroad.
Life Insurance
Financial protection for your family. Choice between one-time coverage or monthly pension, with personal support in the most difficult moments.
Personal Accident Insurance
Daily protection for everyone. Accidents happen at any moment - on the street, at home, at work or in sports. Immediate coverage for disability and injuries.
Pension
Financial protection for the future. Negotiating management fees, adjusting investment tracks and insurance coverage - survivors and disability.
All Types of Insurance
Car, apartment, business insurance and more. See all my insurance solutions in one place, with the expertise and personal support you deserve.
My Service - Professionalism and Personal Support Without Compromise
In my office I believe that the foundation for success is service and professionalism without compromise. Every client receives personal, comprehensive and transparent response - with the goal of building insurance and financial solutions that are perfectly tailored to them.
Needs Assessment and Comprehensive Review
The process begins with a joint meeting where I conduct a thorough needs assessment:
Portfolio Analysis and Recommendations
After collecting the data I perform comprehensive financial and insurance portfolio analysis:
Face-to-Face Meeting
The next step is a face-to-face meeting. Beyond presenting the analysis and recommendations, there is great importance to personal acquaintance - so the client knows who they are working with, and feels they have a listening ear and one address for any question or need.
Implementation and Close Follow-up
After making decisions together with the client, I take care to implement the actions with the relevant companies and update the client regularly regarding the status of each step.