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Life Assurance
You can’t put a price on your security or peace of mind, so arrange your assurance today and ensure that you and your family enjoy the invaluable protection offered by these remarkable products.
Risk Assurance Products:
- Life Assurance
- Disability
- Severe Illness
- Physical Impairment
- Income Protector
- PPS
- Credit Life
Saving and Investments Products
Apart from ensuring you and your family enjoy valuable protection through assurance against death and disability; we offer professional financial services for investment, retirement and estate planning. Our approach to investment planning involves thorough risk profiling and careful assessment of tax implications and appropriate options offered by long and short term investments. NedPlan Insurance Brokers offers clients a service for Will and Trust administration in conjunction with Old Mutual Trust.
- Tax-free investments
- Options for Short and Long term products
- Options for Lump Sum and Recurring Premium Investments
- Lump Sum Investments
- Recurring Premium Investments
- Offshore Investments
- Unit Trusts
Retirement annuities
- Tax-deductible premiums
- Insurable age up to 55 years
- Protection against insolvency
Estate planning
- Capital needs analysis in the event of death and / or disability
- Total summary of assets and liabilities in your estate
Retirement Planning
- Can you retire financially independent and stay retired?
- Will you have sufficient income after retirement?
- What if your life exceeds your available capital funds?
Investment Planning
- Long and short term options
- Risk profiling (conservative, moderate, aggressive)
- Diversification
- Tax implications
- Beneficiaries or estate
Tax Advice
- Advice on Tax-free Investments
- Advice on Tax-deductible products
Wills, Testaments and Trust advisory and drafting
- Estate planning
- Distribution of assets
- Free service
These professional services extend to the business arena. Business assurance for key executives, buy and sell agreements, loan protection and sureties is also provided, along with deferred compensation, pension funds and employee benefits schemes.
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