Finances and Savings

Now a days, more than ever, the interest accrued by the trust accounts in the bank is extremely low. Therefore, now is the time to check your trust accounts and transfer them to one of the insurance company’s investment tracks.

The insurance companies have tracks with and without investing in stocks for the solid investor. As opposed to the bank, the insurance companies allow to shift between investment tracks at any time and without commission! These plans are specified for private clients- self-employed and salaried employees, and offer several investment tracks: NIS, index, short term loan, with or without stocks, foreign currency, state debenture and company debentures. This allows the client to manage his money in the financial risk that most suits him. Also, these type of plans are highly recommended as savings plans for children.

There is a recommended savings plan and personal investment plan in the “Harel Insurance” company where there is an option to mange portfolios in the banks themselves.