How do you manage risks and protect your peace of mind? Insurance is the tool that lets us transfer financial risk from our shoulders to an insurance company. Instead of facing an expense of hundreds of thousands of shekels alone in the event of an accident, illness, or property damage, we pay a known amount in advance so that someone will back us up when it matters. In this chapter, we will learn how to build a smart insurance portfolio—one that provides maximum protection without paying a single unnecessary shekel for duplicate coverage.
Everything you need to know for peace of mind.
Understand how insurance works, learn the essential concepts, and see how to read a policy and choose suitable coverage.
Manage your insurance portfolio correctly, avoid duplication and mistakes, and keep coverage suited to your needs.
Meet the players in the insurance market, understand their interests, and learn to use tools that help you choose wisely.
Learn how to use Har HaBituach to see all your policies, identify duplicate coverage, and reduce costs.
Insurance types: which protection is right for you?
View all guidesThis article is intended mainly for people who manage their investment portfolio themselves—for example, through an independent trading account at a bank or investment house—and buy ETFs, index-tracking funds, shares, or bonds themselves.
When we say that a share is “traded on the stock exchange,” it is easy to think that all of the company’s shares circulate freely in the market. In practice, that is far from the case.