Locating Insurance Policies via the Har HaBituach Website and the Pension Clearinghouse

We recommend granting us a Power of Attorney to locate and review your insurance policies and pension plans, to identify duplicate coverage and coverage gaps, and provide recommendations for corrective action. A service recommended periodically

Which insurance policies are registered in your name? Do you have duplicate policies and are you paying twice for the same coverage? What pension plans do you currently hold?

Is it possible that you own insurance policies and pension savings plans that you don't know exist, or that you have forgotten about them?

Today, this information can be reviewed quickly and easily through convenient online tools made available by the Ministry of Finance, either directly or via approved service providers.

• To review insurance policies, you may use the Har HaBituach website (free of charge).
• To review pension savings plans, you may use the Pension Clearinghouse website (subject to a minimal fee).

You may also grant us a Power of Attorney to review this information on your behalf and provide you with recommendations to improve your insurance and pension portfolios.

The Har HaBituach and Pension Clearinghouse websites are available by law to every individual and are intended first and foremost for you, the consumers.

Once you have completed the review and gathered the relevant information, you may share it with us. We will review your insurance and pension portfolios, identify potential savings, highlight any gaps, recommend improvements, and tailor the best solution to your needs and budget – both now and looking ahead.

A comprehensive review like this is recommended from time to time.

Please note: The law allows you to save time and effort by granting us, your insurance agents, who provide professional guidance and ongoing support, a Power of Attorney to obtain this information on your behalf through the Har HaBituach and Pension Clearinghouse systems.
We will analyze the findings and prepare a set of recommendations.

We have reviewed and made recommendations—what’s next?

We will personally present you with an analysis of your current insurance and pension portfolios, as reflected in the Har HaBituach and Pension Clearinghouse systems, share our recommendations, and explain the considerations that guided us in their preparation.

By the way, this process is defined by law and regulated under the guidelines of the Supervisor of Insurance and Savings at the Ministry of Finance.

If you choose to proceed with some of our recommendations, we can implement them.

Conducting a comprehensive review of your insurance and pension portfolios is an essential step in today’s world, where life expectancy is increasing, and both current and future needs are constantly evolving.

We are at your service.