INSURANCE PROGRAMS

BUSINESSES

WHY CHOOSE US

A different approach, to the insurance sector.

Whether you're a small-business owner or a larger corporation, each comes with unique requirements, advantages, and responsibilities. At FINANCIALIST, we assist you in navigating these dynamics. We can help you establish savings, retirement, and health group plans for your employees, fostering loyalty and rewarding your team.

As your business expands, we provide guidance on managing debt, addressing investment needs, and securing protection for both yourself and your property. Additionally, we ensure your business is covered for third-party liabilities, safeguarding your business interests.

GROUP HEALTH PROGRAM

Group health insurance is the basis for trusted relasionships between companies and their employees.

GROUP PENSION

Group pension schemes come to fill the large gaps and shortcomings of Social Security.

CIVIL LIABILITY

General Liability insurance is designed to cover the financial claims of third parties arising from unexpected events in businesses and individuals.

BUSINESS INSURANCE

Together we create comprehensive business insurance programs to protect your building, merchandise & equipment.

TRUSTED BY

Συχνές ερωτήσεις

General

Health Insurance

Life Insurance

Pension

Civil Liability

Financial life planning is a holistic approach to managing personal finances that considers an individual's values, goals, and life stages.

Financial life planning is crucial as it enables individuals to maintain control over their finances, prepares them for unexpected life events, and helps them make informed decisions to achieve their goals.

It focuses on increasing prosperity and the ability to achieve personal goals, rather than just focusing solely on numbers.

The primary goals of financial life planning are to identify current financial circumstances, priorities, ambitions & dreams, allowing the advisor to concurrently create a comprehensive financial plan that enables individuals to live a meaningful and quality life.