Retirement Center

Proper planning of the retirement process and effective execution of this process, may help the retiree to go through the process safely while maximizing and maximizing the benefits he can receive from the various plans, income tax and social security.

Details of the range of services of the retirement center for the retiring employee:

• Computerized output that presents his rights under the retirement agreement.
• Output that includes computerized tax planning, including an economic comparison between the various taxation alternatives, calculation of unemployment benefits and planning of monthly income as part of a new employer.
• An explanation of the continuation of pension and insurance plans after retirement.
• Planning a regular monthly income from the variety of resources available to a retiree combining unique products developed for this purpose.
• Financial service and investment planning, including in respect of retirement grants, accumulations in provident funds and free money.
• Psychological and personal support in the framework of retirement workshops and personal meetings with the participation of the spouses.

In the voluntary retirement process, the meetings will be discreet and will be conducted at the Shekel Group’s offices or elsewhere outside the company in which you work.

The service is provided through the following entities from the Shekel Group, which operate in full cooperation and offer a comprehensive solution:

• Department of Seniors, Retirement and Seniors Programs: The department specializes in providing services to companies, in everything related to planning and pricing models for reducing the company’s workforce and early retirement, while reducing costs for the company.
• Shekel Insurance Agency: Responsible for providing personal service to retirees, which includes presenting the terms of retirement, optimal tax planning for retirement grants, monthly pension and planning monthly income from all the resources available to them.
• Shekel Finance: A unique department, which deals with the management of the retiree’s financial assets with a broad and integrative view of all the assets, while characterizing the client’s needs and with regard to the risk aspects, investment objectives, investment term, return, etc.