Development of advanced services that meet the personal needs of each customer

Our customers enjoy a variety of services that provide them with a complete service package that includes:

travel insurance service

Pension arrangement management

  • pension planning with advanced simulators by experienced professionals
  • gathering all of the information about the pension plans and relevant insurances
  • Representation in front of all insurance companies, pension and investment funds
  • handling work leave
  • retirement planning
pension arrangment

Financial arrangement management

  • Planning, characterization and analysis of needs to build a high-quality, customized investment mix
  • a variety of advanced financial solutions
  • Premium Customer Department
slika 

Clearing and collection services

  • split payroll control
  • transmitting information securely Via safes
  • Transfer of funds to producers through
    • trust account (automatic receipts)
    • bank clearing center of provident fund providers 
    • direct transfer
  • feedback summary for the employer: quarterly / semi-annual / annual
  • statistical Analysis Report
helth insurance service

Health and nursing insurance

  • use of advanced simulators
  • working with all of the major insurance companies
  • handling insurance claims
  • Collective health insurance through Dorbit from the Agam Leaderim group and Phoenix insurance company http://www.dorbit.co.il
travel financial service

Business and private travel insurance

dangarus

Family risk management

  • handling private plans - life, health and nursing insurances
  • Financial solutions for available money
  • managing a pension arrangement for the spouse

The information presented on the website is intended for general purposes only and does not constitute personal advice. The data, including costs, fees, and product terms, may change from time to time in accordance with the instructions of the managing entities and/or investment houses. Agam Leaders (Israel) Insurance Agency (2003) Ltd., Company No. 513465641, operates in the fields of pension, insurance, and financial marketing in accordance with its licenses under the law, and does not provide investment advice or portfolio management services as defined by law. The company has or may have an affiliation with the manufacturers of the products and services marketed by it. Nothing stated on the website constitutes a substitute for advice or personalized marketing tailored to the client’s needs, and the information should not be relied upon for the purpose of making decisions. Any use of the information presented on the website is made at the sole responsibility of the user

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