welcome to an accredited agency franchise division of 16th november 2012
TRANSCRIPT
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WELCOME TO
An accredited Agency Franchise Division of
16th November 2012
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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
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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
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-LIFECOVER Greenlight
-RETIREMENT PLANING
-INVESTMENT PLANNING
Financial planning
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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
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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
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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
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Thank you for attending the
Product Seminar
by
Tel: 021 762 6662 Name: Ilhaam ShariefWeb Address: www.oldmutual.co.za