Finbert Insurance Agency (2021) Ltd
Finbert Insurance Agency (2021) Ltd. is an agency for pension insurance, whose agents include pension experts licensed by the Ministry of Finance. The agency's main function is to assist its clients in selecting the most suitable pension products for them.
The agency's experts have many years of seniority and experience, and they guide and assist our clients all the way from professionally analyzing their current pension portfolio to providing individually tailored recommendations.
The agency's experts market pension products such as alternative investment tracks in private investment funds through provident funds and advanced study funds under personal management (IRA); pension funds, provident funds, advanced study funds, provident funds under amendment 190; savings policies and more...
Joining funds through personally managed provident funds (IRA) is done via the following options:
Joining funds through personally managed provident funds (IRA) is done via the following options:
* Porting accruals by means of porting advanced study fund monies.
* Porting accrued amounts in provident funds.
* Procuring a new provident fund pursuant to the terms and conditions of supervision and taxation in Israel (Amendment 190 to the Income Tax Ordinance).
The Expert Staff at Finbert Insurance Agency (2021) Ltd.
Orit Cohen
Senior Client Portfolio Manager
More than 25 years’ seniority in insurance and finances, during which she accumulated extensive knowledge on insurance, pensions and the capital market. In the past, she managed large well-known insurance agencies as well as insurance and capital market sales centers.
Has a pension license and a general license issued by the Ministry of Finance.
Oryan Arania
Senior Client Portfolio Manager
Has a bachelor’s degree in Economics and Management from the Tel Aviv-Yaffo College.
Oryan has been in the field of financing and private equity (PE) for more than 10 years.
Licensed for pensions by the Ministry of Finance.
Oren Michal
Pension Insurance Agent
An expert in holistic financial planning with many years of experience in money and finance management.
Has an elementary license and a pension license issued by the Ministry of Finance.
Ilan Assor
Pension Insurance Agent
Has a BA in Economics and Marketing, specializing in Financing.
Ilan has extensive experience in pensions from various entities.
An expert in financial and pension planning, retirement planning, health insurance and life insurance.
Licensed for pensions by the Ministry of Finance.
Oren Shaham
Pension Insurance Agent
Has a BA in Economics, specializing in Financing and Investments.
An insurance agent with a pension license from the Ministry of Finance since 2017.
Gilad Rotter
Senior Client Portfolio Manager
Gilad has more than 20 years of seniority in the field. In the past he was a partner in the professional process of establishing a comprehensive pension fund by a known financial body, and launched a digital pension fund as well.
He specializes in family retirement planning and in savings vehicles for the elderly and tax benefits.
Holds a pension license from the Ministry of Finance for more than 20 years.
Gadi Rol
Customer Service Manager
Gadi has seniority of more than 20 years in insurance and finances.
He has a unique specialization – financial and pension planning in conjunction with tax benefits and diversification of investment portfolios for salaried employees, self-employed, and controlling shareholders.
Licensed for pensions by the Ministry of Finance.
Arie Bengals
Pension Insurance Agent
Has a BA in Economics and Management. More than 20 years’ seniority in the field.
Comprehensive pension insurance planning for the long term, retirement planning, and providing financial solutions for investment savings tailored to the needs of each and every client.
Licensed for pensions by the Ministry of Finance.
Salem Abassi
Coordinator of Operations and Client Relations
Has a bachelor’s degree in Economics and Management, specializing in Finances. Salem has 10 years’ experience in insurance, finances and banking. Licensed for pensions by the Ministry of Finance.
Ilan Abramov
Pension Insurance Agent
A graduate of the College of Insurance.
Has more than 25 years’ experience in insurance, retirement consulting, and managing arrangements with leading bodies in the economy.
Licensed for pensions by the Ministry of Finance.
Ya'acov Gabai
Pension Insurance Agent
Has a Bachelor of Laws (LL.B) degree with a specialization in insurance law and has approximately 25 years of experience in financial institutions. Among other roles, he have served as a pension arrangements manager.
Licensed for pensions by the Ministry of Finance.
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