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Unit-linked and insurance savings plans

Having appropriately designed unit-linked and insurance savings plans means you can plan ahead for your future needs and goals.
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Alpha Bank SA, in addition to its status as a credit institution, also acts as an insurance intermediary. Find out more about Alpha Bank's intermediation (only in Greek)

Why get a unit-linked or savings plan

  • To build capital for the future

    Through regular savings or a one-off investment, you build capital to meet your future needs and goals, such as your children’s studies, travel and anything else you have dreamt of.

  • To feel safe

    Plan ahead for your golden years, potential new professional beginnings or other unexpected events that may require money.

What you need to know when you invest or save with insurance plans

Choose a private insurance-linked or savings plan based on your future needs.

2 products in 1

Unit-linked and insurance savings plans combine:

  • An investment-linked plan, usually long-term
  • Life insurance

Why they suit you

They are relevant to you if you:

  • Are interested in building capital, gradually and regularly.
  • Have a long-term investment horizon.
  • Are young parents and want to secure capital for your children’s studies or professional beginnings.
  • Want to have an alternative source of income for your golden years, as they also serve as pension plans.

Flexible and regular savings

  • Set the payment frequency and amount that suit you, according to your budget.
  • Benefit from professional investment management, based on your risk profile.
  • Get the total amount at plan maturity, while you may even have part of or your entire capital guaranteed.
 
Tip: The sooner you start an investment-linked insurance plan the larger the capital you can build with smaller payments. 

Find the right plan for you

  • What are my goals – Do you want to save money, build capital or both? Is there a specific need you need to meet and when? Do you simply need a safety buffer?
  • What is my investment profile – Are you risk-averse or risk-tolerant? Are you interested in higher returns or do you prefer guaranteed capital?
  • What is my investment horizon – When do you expect to need your capital? Does this coincide with the plan term? If you’ll need the amount sooner, will there be a penalty?
  • How much can I save – How much can you spare every month? Can you increase or decrease this amount if your financial circumstances change in the future?

Find an insurance plan that meets your needs

View the insurance plans we offer in partnership with AlphaLife and find out how you can get them.

Alpha Exelixis Capital Creation

Insurance plan for regular savings and investment in mutual funds.
alpha-exelixis-capital-creation-unit-linked-plan

Alpha Exelixis Capital Investment

Insurance plan with one-off investment in mutual funds with a long-term horizon.
alpha-exelixis-capital-investment-unit-linked-plan

Alpha Life Plan

Savings plan with regular payments and guaranteed capital, for your children or your golden years.
alpha-life-plan-pensions-childrens-savings-plan

Alpha Prospect

Savings plan with one-off investment and guaranteed capital, for your children or your golden years.
alpha-prospect-pension-childrens-savings-plan

Need help?

We’ve put together useful information to find whatever you may need.

With FAQs about unit-linked plans

Look through the FAQs about investment-linked plans and find all the answers you need.
View the FAQs

With FAQs about all the insurance plans

Look through all the FAQs about insurance plans and find the answers you need.
View the FAQs

With information about AlphaLife

Learn more about the company we are working with to offer you the investment-linked insurance plans.
Find out more

Build capital for the future

Book an appointment today and get the unit-linked or insurance savings plan that best meets your needs.
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