Life Insurance

Sanlam

Product Review

Individuals:

  • Asset management – Sanlam Private Investments asset management for
    affluent private individuals
  • Collective Investments – Unit trusts in securities for medium and long
    term investments
  • Education planning – your child deserves proper planning and a good
    head start
  • Estate planning and wills – peace of mind for providing for your
    dependants
  • Matrix Risk cover – financial strain brought about by a crippling
    mishap – pay only for the cover you need
  • Personal loans – overcome your cash flow problems
  • Portfolio management service – creating wealth
  • Retirement products – choosing the right option for your circumstances
  • Home loans – competitive rates
  • Sanlam liquid – earning money market interest rates
  • Sanlam products – Sky, Cobalt Topaz and Glacier

Old Mutual Insure

Product Review

Personal Solutions:

  • Financial planning and advice – to help you understand the principles of money management and investing
  • Old Mutual Bank – for savings, finance and lower-risk investments
  • Education planning – giving your children the precious gift of an education
  • Estate planning – streamline your estate and tax affairs
  • Funeral cover – remove the burden of administration and expense in the event of a death in your family
  • Investments and savings – grow your money or draw an income – depending on your needs
  • Retirement planning – plan for a comfortable and stress free retirement
  • Risk cover – providing financial security in the event of a dread disease, disablement, death or retrenchment

Business, Corporate and Institutional Solutions – Employee benefits:

  • Progressive medical scheme administration
  • Retirement funding investment solutions
  • Retirement fund administration
  • Group life assurance

Momentum

Product Review

Investments:

  • Guaranteed Endowment Plans – guaranteed maturity value after 5 years
  • Investo Linked Investment – choice, flexibility and a range of benefits
    focuses on transparency
  • Flexible investment – single and/or regular contributions with no
    minimum term
  • Flexible endowment – local and offshore investments

Retirement Annuities – Investo range of products:

  • Life
    • Aspire – Bridge-a-bill products
    • Myriad – choosing from a wide range of pure risk benefits
    • Interactive – premium discounts and lifestyle programme rewards
  •  Health
    • Medical aid
  • Business Solutions
    • Business continuity
    • Suretyship protection
    • Income replacement
    • Loan account redemption
    • Debt consolidation
    • Living will
    • Business overhead protector
    • Keyperson insurance
    • Loan account protection
    • Alternative gearing structures
    • Asset replacer
    • Productivity improver
    • Staff retention incentives
    • Medical prefunding
    • Group risk solutions
    • Medical aids

Liberty Life

Product Review

  • Individual products:

    • Lifestyle protector – flexible cover to match your circumstances
    • Life cover plan – planning your family’s future
    • Accident plan – accident and disablement cover
    • Funeral plans – paying for funeral expenses

    Investments:

    • Excelsior investments – create and preserve your wealth
    • Saving plan – saving for a better future

    Retirement

    Business Assurance

    Corporate Benefits:

    • Retirement savings
    • Insured benefits

    Medical Aids:

    • Liberty Medical Scheme
    • Medical Lifestyle
    • Medical Lifestyle Plus