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Insurance savings, pension advisory, medical rights realization, tax refunds, mortgage consulting.
Everything under one roof.
Yitron Finance is a veteran and leading insurance and finance office, operating for 50 years in the Israeli market. We specialize in providing customized insurance and financial solutions, with an emphasis on maximum savings and personal service.
Our professional team includes experts in insurance, pension, mortgage, and rights realization, and accompanies each client personally every step of the way.
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A wide range of professional services under one roof — savings, protection, and rights realization
Professional comparison across all insurance companies, finding the optimal policy and saving up to 40% on costs.
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Comprehensive review of pension savings, optimization of management fees, investment tracks, and maximum returns.
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Tax refund eligibility check, filing applications with the Tax Authority, and representation before tax authorities. Money you deserve.
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Professional guidance through the mortgage process — bank comparison, finding the best terms, and saving tens of thousands of shekels.
Read moreInitial review at no cost and no obligation. Discover how much you can save.
A structured, transparent, and professional process — from first contact to actual savings
Get in touch by phone, WhatsApp, or the form on the website
We examine your existing policies and identify savings potential
We compare all insurance companies and find the optimal offer
We build an insurance plan tailored to your needs and budget
We handle all the paperwork — and you start saving immediately
Thousands of satisfied clients already saving with Yitron Finance
We saved over 4,000 NIS per year on car and home insurance. The service is professional and personal, highly recommend!
The Yitron team helped me realize medical rights I didn't know I was entitled to. I now receive a monthly allowance!
The mortgage consulting saved us tens of thousands of shekels. Professionalism at the highest level.
The pension review revealed excessive management fees. We switched to a new fund and are saving hundreds of shekels per month.
We received a tax refund of 12,000 NIS that we didn't know we were entitled to. Thank you Yitron Finance for the professional handling!
Enter your monthly insurance cost and discover your potential savings
* The savings shown is an estimate of 30% of insurance cost. Actual savings may vary.
Professional content to help you make smarter financial decisions
InsuranceMost Israelis pay too much for insurance due to duplications, unnecessary coverage, and outdated rates. Our portfolio managers reveal the 5 most common mistakes and explain how a professional review can save up to 40% on costs.
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PensionA new study reveals that the difference between high and low management fees can reach over 200,000 NIS over the life of your savings. Here's how to check if you're paying too much and what you can do today.
Read the full articleTax RefundsChanged jobs? Went on unpaid leave? Have children, a mortgage, or private insurance? You're very likely entitled to money back from the government. We checked all the cases where refunds are due — and the results are surprising.
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Rights RealizationFiling a claim with National Insurance can be confusing and frustrating. We've compiled everything you need to know — from the first step to receiving benefits, including tips for medical committees and rights many people don't know about.
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MortgageWith changes in Bank of Israel interest rates, thousands of families can save hundreds of shekels per month by refinancing their mortgage. We've prepared a professional guide explaining when it pays off, the process, and how to avoid costly mistakes.
Read the full articleWe compare all companies and find the best offer for you
Yitron Finance clients save an average of 25%-40% on their insurance costs. We compare all insurance companies and find the best offer for you, without compromising on coverage.
A comprehensive review of all your pension savings, management fee assessment, investment track analysis, consolidation of old funds, and full optimization. All at no cost.
The process typically takes 3-6 months, depending on the complexity of the case and the type of claim. We accompany you through every step with National Insurance, including medical committees and appeals.
The initial review is free of charge and without obligation. We will examine your policies, identify savings potential, and present our recommendations — for free.
We work with all leading insurance companies in Israel — Harel, Migdal, Clal, The Phoenix, Menora, Ayalon, and more. This way we can find the best offer for you.
In accordance with Agents and Advisors Circular No. 2018-10-3 by the Capital Market, Insurance and Savings Authority | July 2024 Edition
Pension Insurance Office | License L-00133833
Our office is committed to treating every client with fairness and respect.
The license holder in our office is required to be familiar with the relevant legal provisions and the products for which service is provided to each client, and to be up to date with changes and updates in our field of practice.
Our office is committed to respecting and protecting the privacy of every client.
Our office is committed to maintaining effective communication with every client according to the communication methods practiced in our office, as chosen by each client.
Our office is committed to providing a substantive and suitable response to each client's needs within a reasonable time from the client's inquiry, with clear and reasoned answers wherever possible.
In the case of a client inquiry regarding a claim against an institutional body, our office will inform the client about their rights and courses of action vis-a-vis the institutional body — within 2 business days.
* In special circumstances, the time frames for providing the requested service may be longer but reasonable under the circumstances.
Service Fees — For certain services, the client may be required to pay a service fee. In such cases, our office will detail in writing the various components and the total amount of payment. Some paid services include obtaining information that the client can obtain on their own at no cost through the institutional body or through digital interfaces of the Capital Market Authority.
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