As a Set Point! private client, you deserve our close attention. We will organize all the relevant material required for a consultation meeting, and meet with you in order to learn your desires and personal preferences. Combining that with your individual condition regarding the various aspects of pension, insurance, occupation, health, family, economic and financial conditions, we will provide you with objective and professional counseling to help optimize your personal pension coverage.
As an additional service, we can monitor implementation of the recommendations we make, to ensure your personal decisions are being respected. Ongoing oversight of your pension portfolio is also possible, tailored specifically to your situation and goals.
What is a one-time pension counseling session?
In the pension counseling process, we review all of the client’s pension and insurance plans, including pension funds, provident funds (kupot gemel), study funds (karnot hishtalmut), insurance coverage (risks), as well as health and long-term care (siudi) insurance policies.
Objective pension counseling improves the client’s protection, betters his pension portfolio, and provides more information regarding the pension products he possesses on several levels:
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29a Caspari St.
Please call or write for an appointment