welcome to an accredited agency franchise division of 16th november 2012

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WELCOME TO An accredited Agency Franchise Division of 16th November 2012

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Page 1: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

WELCOME TO

An accredited Agency Franchise Division of

16th November 2012

Page 2: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

BASSADIEN DAVIDS(Executive Financial

Advisor)

SHAHIEDA DAVIDS-Executive Personal

Assisstant-Procurement

ILHAAM SHARIEF-Personal Assistant-Adhoc Duties

SALMAAN GIERDIEN-Advisor in training

Our Team in a Nutshell

Page 3: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

An accreditted franchise of old mutual We have a client base of +- 600 clients- Our services have reached as far as: - saudi arabia -zambia -and england We are very close team - hardworking, approachable and dedicated staff - we have an advisor in the top 10 in south africa

PROFIN CONSULT

A simple signature = a life time commitment

Page 4: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

-LIFECOVER Greenlight

-RETIREMENT PLANING

-INVESTMENT PLANNING

Financial planning

Page 5: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

GREENLIGHT

LIFE COVER-Death Benifit• Cash payout in the event of death

-to settle debt -provides financial safety for your family

-Final Expense Benefit• Readily available cash to

cover Final Expenses

-Funeral Expenses

-Disability Benefit• Pays out in the event of

disability

-protects your income if you are physically impaired

-Severe Illness Benefit• pays out 100% in the event of dreaded disease

-heart attacks, strokes, cancer

Page 6: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

RETIREMENTPLANNING

RETIREMENT ANNUITY- Tax relief on monthly

payments

- Lump sum payemnt at retirment• Tax Free- Up to R300 000

• Balance will be taxed between 18-36%

• 1/3 of your investment in cash

• The rest will be a monthly pension

- Capital is not accessable until age 55

-Save 150 a month or more• Start investing up to age 54

Page 7: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

MAX INVESTMENTS

INVESTMENT PLANNING

Retirement

Education

Pleasure-Holiday

Rainy Day Capital

• Flexibility to add or remove risk protection

• Flexibilty to change your premium

• Flexibilty to switch between investment funds

• Flexibility to access your investments

Page 8: WELCOME TO An accredited Agency Franchise Division of 16th November 2012

Thank you for attending the

Product Seminar

by

Tel: 021 762 6662 Name: Ilhaam ShariefWeb Address: www.oldmutual.co.za