Investment insurance plans
Combine insurance protection with the potential for returns. Investment (unit-linked) plans invest in mutual funds according to your risk profile, and we explain simply what that means.

What's included: Investment Plans
Investment funds
A choice of portfolios from conservative to dynamic.
Change of strategy
Switch between funds as your goals change.
Lump sum or regular payments
Start with the amount that suits you.
Life insurance cover
Protection for the family alongside the investment.
Transparency
Regular updates on the performance of your account.
Proper advice
A suitability assessment and a clear explanation of the risks.

The right cover starts with your needs
We don't sell off-the-shelf packages. We listen, we ask and we recommend what you really need.
- Long-term horizon — 5–10+ years, to make the most of returns.
- People who already have basic insurance — and want to put their savings to work.
- Investors who want guidance — with personal contact, not just an app.
Simple, fast, with a real person by your side
You tell us what you need
By phone, by message or at our office. No forms, no waiting.
We analyse & compare
We request quotes from 23 insurance companies and compare them for you.
You choose with confidence
We explain what each option covers, simply and without small print.
By your side for every claim
From reporting the claim to the payout, we handle it.
What people ask most
Is the return guaranteed?
How is it different from a mutual fund?
Related insurance
Let's find the cover that suits you, together.
Send us a message or call us. We reply quickly, clearly and with no obligation.
Member of the Insurance Agents Association of Epirus
