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Unit-linked and savings plans
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.
Alpha Bank SA, in addition to its status as a credit institution, also acts as an insurance intermediary. Find out more (only in Greek).
Why get a unit-linked or savings plan
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.
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 Multi Asset 85
One-off unit-linked plan with 85% protection in international markets, and life insurance.
alpha-exelixis-multi-asset-85-unit-linked-plan
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
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.
With FAQs about all the insurance plans
Look through all the FAQs about insurance plans and find the answers you need.
With information about AlphaLife
Learn more about the company we are working with to offer you the investment-linked insurance plans.
Build capital for the future
Book an appointment today and get the unit-linked or insurance savings plan that best meets your needs.