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What can I get a tax refund on?
The two most valuable tips you will ever receive in your life!!! - at the end of the post What can I get a tax refund on? The Tax...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20233 min read


Cold calling
I often receive a 'NO' when cold-calling potential clients. This may become frustrating and even discouraging overtime, but I prefer to...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20231 min read


Always check!
Have you considered whether you work in an organized company with good working conditions? Are you confident that everything is going...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


How Can Every Single Person Make a Successful Investment?
A well-known travelers tip is to check out where the locals hang out and eat, and eat there to avoid tourist traps. Another example...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20231 min read


The importance of critical illness insurance
Sometimes we miss the importance of the 'compensation in case of discovery of a serious illness' coverage. I always advise my clients to...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


Group Health Insurance
Large organizations often allow you to join a discounted or subsidized group insurance, that can lower the monthly health insurance...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


When we were kids, we were passionate entrepreneurs.
I remember anxiously waiting for Lag BaOmer, traditionally celebrated with large bonfires. My neighbors and I would venture out in search...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


'Must Knows' about Mortgage Insurance (and what traps to avoid!)
When purchasing a mortgage in Israel, banks require the mortgage holders to purchase a life policy for the sum of the mortgage, and a...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


What's the Most Claimed Insurance Coverage in Israel?
The Answer: Ambulatory Care Appendix A private or group health insurance that offers protection to the insured in cases of 'medical...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


What to do when the customer is wrong?
Sometimes the saying 'the customer is always right' isn't applicable, and you need to make an effort in explaining the mistake to the...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


Do We Control Our Fate?
'I'm sorry, kiddo, I really am. You have a good soul, and I hate giving good people bad news. Oh, don't worry about it. As soon as you...
Insight אינסייט פתרונות פיננסיים
Jul 31, 20232 min read


My Insurance Claim Was Rejected – What Can I Do?
Let me tell you a story. I met with a couple who received a recommendation about me from a long-time satisfied client. The wife was very...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


A Short Story About Har HaKesef Search Engine
One day, during my daily cold-calling marathon, I spoke to a lovely 60-year old woman. I felt like I really had to help her – a feeling I...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


How to Quickly Reduce Monthly Insurance Expenses
1. Submit an application to switch from the 'Surgery Coverage from the First Penny' section to the 'Additional Health Services...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


Why Can't Personal Accident Insurance Be Purchased Anymore?(01.05.2021)
A few weeks ago a client, a father of 4, asked me to insure his children with Personal Accident Insurance in anticipation of the summer...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


How to Handle Self-Handicapping
Self-handicapping is a cognitive strategy by which people avoid effort in the hopes of keeping potential failure from hurting...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20232 min read


I tried figuring out what to write about expense management. I ended up asking my sister for insight
'I used to look at my bank account and feel my pulse quicken, my face turn red, and an overall sense of anxiety and guilt for once again...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


How Can We Battle Procrastination?
Many of us procrastinate about getting things done for various reason. Sometimes the topic is boring, too complicated or they're simply...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read


Making the Right Investment Choices
Making the Right Investment Choices When I discuss investments with my clients, the first and most important question I ask is 'what...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20233 min read


What You Should Check in Your Private Health Insurance Medicine Coverage
What You Should Check in Your Private Health Insurance Medicine Coverage One of the cheapest yet most important coverages in private...
Insight אינסייט פתרונות פיננסיים
Jul 20, 20231 min read
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