Organizing your insurance
Organizing your insurance?
We will start by collecting information from several websites:
Money Mountain - a free site that allows you to find inactive bank accounts and inactive pension plans such as: education funds, provident funds, pension funds and executive insurance (including of deceased relatives).
In addition to canceled life insurance
Insurance Mountain - a free site that allows you to find existing insurances such as health insurance, critical illness insurance, long-term care insurance, life insurance, personal accident insurance, car and apartment insurance.
The pension defrayment (Hamislaka hapensionit) - is a very comprehensive site that collects all the existing information regarding pension plans, education funds, provident funds, pension funds, executive insurance, life insurance, disability insurance with a one-time cost for one use of 20 NIS .
What we recommend
Contact me so that I can make use of all these sites and in addition contact the insurance companies and investment houses. This process will allow you to receive all the information necessary for your peace of mind.
After receiving the information, I can analyze the insurance situation for you. Following this, I will give you my professional recommendations that will save you a lot of money and help adjust the insurance and pension portfolio to your personal needs.