Guidance for Retirement

The retirement planning department was established out of a need to provide service and solutions to clients who are retiring, whether it is due to reaching retirement age – 67 for men, 62-65 for women (according to their year of birth according to the Retirement Age Law, 2004) or whether it is a client who has retired from a place his work and is interested in the accounting of his pension funds and support with the tax authorities in Israel.
We in the retirement planning department can obtain the maximum eligibility conditions for you, and sometimes withdraw taxable funds for you with full tax exemption.

Among the retirement planning products:
* Determination of rights
* Distribution of receivables grants
* Conversion to pensions from pension products
* Accompanying with the tax authorities and receiving an exemption on owed funds

The above does not constitute advice and/or a recommendation for the purchase of a pension product and is not meant to be a substitute for pension advice/marketing by a license holder according to the law, which takes into account the data and private needs of each person.
Eliran Insurance and Finance has a license from the Ministry of Finance for pension marketing.