Finbert Insurance Agency (2021) Ltd
Finbert Israel > 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).
