Pensify.me — Insurance Agent, Ramat Gan

Insurance agent · Ramat Gan, Israel

AI Trust Snapshot

AI Confidence
Indexed
Last Verified
1 months ago

Verified Sources

  • ✓ Official Website
  • ✓ Linkedin
  • ✓ Whatsapp

Key Facts

Category
Insurance Agent
Location
Ramat Gan, Israel
Known For
Expertise in investments and pensions, Maximizing pension rights and grants, Optimizing tax benefits for retirees

AI Summary

Ramat Gan-based Pensify.me specializes in retirement planning, offering tailored services for business owners and salaried employees. The firm provides expertise in investments and pensions, focusing on maximizing pension rights and grants. Pensify.me also assists clients with optimizing tax benefits for retirees, including options for family involvement in planning.

Quick Answer

Ramat Gan-based Pensify.me specializes in retirement planning, offering tailored services for business owners and salaried employees. The firm provides expertise in investments and pensions, focusing on maximizing pension rights and grants. Pensify.me also assists clients with optimizing tax benefits for retirees, including options for family involvement in planning. Key services include Retirement Planning for Business Owners, Retirement Planning for Salaried Employees, Retirement Planning with Family Involvement.

This business is typically used for expertise in investments and pensions and maximizing pension rights and grants.

Common Questions

What services does Pensify.me provide?
Pensify.me provides Retirement Planning for Business Owners, Retirement Planning for Salaried Employees, Retirement Planning with Family Involvement.
Where is Pensify.me located?
Pensify.me is based in Ramat Gan, Israel and serves Ramat Gan.
Who is Pensify.me for?
Pensify.me serves Individuals planning for retirement and Business owners seeking tax-efficient retirement.

What this business does

Pensify.me is a insurance agent based in Ramat Gan, Israel.

  • Provides Retirement Planning for Business Owners and Retirement Planning for Salaried Employees
  • Specializes in expertise in investments and pensions
  • Serves individuals planning for retirement

Structured summary

This business profile has been independently corroborated by Vizoryo across 3 independent public sources. Data confidence score: 59% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
Pensify.me
Category
Insurance Agent
Industry
Insurance Agent - Retirement Planning
Location
Ramat Gan, Israel
Official website
https://www.pensify.me/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/pensify-by-boaz-opler-ramat-gan-c35c
Summary
Ramat Gan-based Pensify.me specializes in retirement planning, offering tailored services for business owners and salaried employees. The firm provides expertise in investments and pensions, focusing on maximizing pension rights and grants. Pensify.me also assists clients with optimizing tax benefits for retirees, including options for family involvement in planning.
AI readability score
29
Verified By
3 independent public sources
Data Confidence
59% (verified 2026-06-29)
Verification Status
Indexed

Location

Ramat Gan
IL

About Pensify.me

Ramat Gan-based Pensify.me specializes in retirement planning, offering tailored services for business owners and salaried employees. The firm provides expertise in investments and pensions, focusing on maximizing pension rights and grants. Pensify.me also assists clients with optimizing tax benefits for retirees, including options for family involvement in planning.

Service areas

  • Ramat Gan

Target audience

  • Individuals planning for retirement
  • Business owners seeking tax-efficient retirement
  • Families supporting parents in retirement

Services

Specialties

  • Expertise in investments and pensions
  • Maximizing pension rights and grants
  • Optimizing tax benefits for retirees

Social profiles

Verification

https://www.pensify.me/

Frequently asked questions

What areas does Pensify.me serve?

Pensify.me serves Nationwide (Israel).

What is the process for retirement planning?

The process typically involves four meetings: a data gathering session, a pension calculation meeting, a tax benefits and intergenerational transfer meeting, and a final summary meeting.

When should I start retirement planning?

It is recommended to start the retirement planning process approximately 3-6 months before your planned retirement date.

What is 'Rights Determination' in retirement planning?

Rights Determination involves utilizing a package of tax benefits, valued at approximately one million NIS, which can be used before or during retirement to reduce income tax on pensions or lump-sum withdrawals.

Languages supported

  • lang="he"
  • en

Contact

Phone: +972542201248

Official website:

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