Investment Management

Insurance Agency Complete works with the largest investment houses in Israel, including: Psagot, Excellence, Meitav, Altshuler Shaham, Migdal Capital Markets, Harel Finance, Analyst and more. As part of this activity, the agency offers portfolio management in the personal bank account through a professional investment manager of the leading investment houses in the market.

Since the Bachar Reform in 2005, insurance companies have also been able to manage savings plans, which are an alternative for banks to invest liquid funds in the short and medium term. Such an investment enables you to invest money through the insurance company and receive a deferred payment of capital gains tax until the withdrawals are made. In addition, loans from the funds can be obtained under competitive conditions from most banks. The savings policy allows you to invest a lump sum or by direct debit.

The differences between the programs are reflected in, among other things, the increase in management fees and the quality of investment management.

We at Complete will help you compare all investment houses and insurance companies and choose the right investment manager for your needs,

Complete – our hand is your confidence!