Devorah Dana's agency exists to give policyholders a real advocate—someone who fights for them against insurance companies and ensures they get what they're entitled to, exactly when they need it most.
We see insurance as a genuine promise for the future, not just paperwork—tailored to each life stage, especially for clients aged 55+, when financial decisions carry more weight. We listen first, then recommend the right solutions, and stay with clients through claims and crises, saving them time and hassle.
Devorah, the founder, brings 30 years of experience in insurance, finance, and pensions, specializing in retirement planning, health coverage, and savings for clients 55 and older. Her personal attention and ability to simplify complex issues have made the agency a trusted name in the field.
We combine top professionalism with real loyalty to our clients—even when that means confronting insurance companies. Our services include health, life, and long-term care insurance, retirement and pension consulting, financial planning, employer insurance management, travel insurance, and coverage for foreign workers.
Our Services
Pension Consulting
We also specialize in in-depth analysis of your existing policies and finding opportunities for improvement—whether that means merging funds, transferring to a fund with better returns, or adjusting the risk and savings components of your policy. Our experience shows us that many people hold outdated policies, pay excessive management fees, or simply don't know exactly what they have. We're here to clarify the picture, give you full transparency, and ensure you're on the right path toward a secure and comfortable retirement. Pension consulting isn't just about calculations—it's the peace of mind that comes from knowing your future is secured.
Retirement Consulting
We examine all sources: budgetary pension, pension funds, provident funds, executive insurance, and additional savings, building a complete picture that lets you make informed decisions.
Our expertise in this area has been built over 30 years of guiding people through exactly this life stage. We know how to analyze the different conditions of early retirement, retirement at standard age, or continued work combined with partial pension. We help you understand how each decision affects your monthly income, your future rights, and your taxation. We also make sure you don't miss out on benefits you're entitled to, guiding you through the entire bureaucratic process with pension and insurance institutions. Our goal is simple: that you retire with full financial security and the peace of mind that everything is arranged in the best possible way.
Finance and Savings
Our expertise allows us to offer a range of savings and investment solutions—from classic savings accounts, through investment-oriented provident funds, short- and long-term savings plans, to capital market investments matched to your appropriate risk level. We also help you understand the various tax advantages, the management fees you're paying, and the real returns you're achieving. Our approach is always transparent, clear, and focused on your best interests—we don't operate according to an agenda of products we need to sell, but according to your actual needs. Our goal is to turn your money into a tool that works for you, securing a better financial future for you and your family.
Life Insurance
Our process begins with a genuine conversation, in which we understand your financial situation, your obligations, and what truly matters to you. Only then do we recommend the type of coverage, policy amount, and insurance term best suited to you. We also help you understand the differences between various policy types—mortgage life insurance, standard life insurance, or investment-linked life insurance—ensuring you choose the right solution for your needs. And of course, we're here when it matters most too—guiding the family through the claims process and making sure the funds reach them quickly, and in the simplest, most considerate way possible during such a difficult time.
Health and Long-Term Care Insurance
Health and long-term care insurance is one of the most important pillars in building a secure future, especially for older clients. At Devorah Dana's agency, we tailor medical coverage precisely to each person's health condition, medical history, and future needs, building comprehensive health insurance files that provide real support when it's needed—not just a policy that looks good on paper. Our 30 years of experience have taught us that the difference between good insurance and excellent insurance lies in the small details—the ones that determine whether you receive fast, quality treatment when you need it most. With long-term care insurance, we focus on long-term planning, helping clients understand the importance of this coverage before the need arises and guiding them to the policy that gives them and their families true peace of mind. We're also there when it matters most—filing claims, standing up to insurance companies, and ensuring rights are fully realized. Our expertise with clients aged 55 and above allows us to understand the unique needs of this age group and provide truly personalized advice that makes a real difference.
Employer Outsourcing Services
Our service includes full management of all required reporting, ongoing checks that deposits are made correctly, handling changes in employee status, and professional guidance on all matters related to employees' social benefits. We also provide employers with clear, detailed periodic reports, so they always know exactly where things stand and that everything is in order. When an issue or question arises, we're here to handle it immediately, without delays. Our expertise and experience ensure that employers always meet their legal obligations, that employees are satisfied and feel protected, and that there's no risk of fines or legal issues. Our outsourcing service is the peace of mind every employer needs.
Travel Insurance
What sets us apart is the support we provide even during the emergency itself. If, heaven forbid, something happens abroad and the traveler needs help, we're there to assist, activate the insurance, and ensure that treatment or compensation happens quickly and as smoothly as possible. We also make sure to explain exactly what is and isn't covered, so there are no unpleasant surprises. Whether it's a single trip or annual travel insurance for frequent travelers, we find the solution that gives you and your family true peace of mind. Because a good trip starts with the confidence that you're protected, whatever happens.
Insurance for Foreign Workers
We understand that employing foreign workers comes with unique challenges—whether it's a private employer, a manpower company, or a business employing multiple foreign workers. That's why we provide a complete service that includes guidance on the employer's legal obligations, assistance in issuing the required policies, support throughout insurance renewal processes, and handling claims in the event of injury or illness. We also make sure the workers themselves understand their rights and know how to seek help when needed. Our expertise in this area ensures that employers meet all legal requirements, that workers receive the protection they're entitled to, and that everything is handled professionally and responsibly.
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