Proud Member of Hellenic Insurance Brokers Association
AMT / Insurance-Based Investment Programs
Savings and investment programs offered through insurance companies — unit-linked, pension and group pension plans — which we arrange as insurance brokers supervised by the Bank of Greece.
Key Services:
Life insurance programs linked to investment funds offered by insurance companies, combining protection with long-term savings.
Key Services:
Insurance pension programs that help you build supplementary income for retirement through regular or lump-sum premiums.
Key Services:
Group pension insurance programs for employees, arranged with insurance companies as part of a company benefits package.
Key Services:
Insurance-based savings programs for specific goals, such as children's education or a future capital sum.
Key Services:
Who it's for
How we work
As independent brokers we do not represent a single insurer. Our job is to understand what you need, look across the market for suitable options and explain clearly what each proposal does and does not offer, so that the final decision is an informed one and remains yours. Our role does not end once the policy is issued: we remain your point of contact for any change, renewal or claim.
We talk about your goals, time horizon and insurance needs, such as protecting your family and planning for retirement.
We present insurance-based programmes from several insurers and explain how each one is structured, its charges, its term and its surrender conditions.
We give you the key information document and explain the risks, so you can decide with the full picture.
We help with changes, renewals, surrender requests and any dealings with the insurer.
Related services
Talk to our team about the insurance-based savings and pension programs available from the insurers we work with.
Returns on insurance-based investment programs are not guaranteed and depend on the performance of the underlying investments.