Clientèle Wealth Plan
The Clientèle Wealth Plan is a savings plan that gives you the opportunity to invest on a monthly basis with a trusted partner that has your best interests at heart. With a minimum premium of R400 per month over 20 years, this is a top class investment plan.
Investment %
Entry Age: 21 – 55
| Initial Monthly Premium | Percentage Invested* |
|---|---|
| R400 | 85.0% |
| R401 – R450 | 90.0% |
| R451 – R500 | 92.5% |
| R501 | 95.0% |
Earnings Guarantee Benefit:
Upon an IFA’s death or total and permanent disability, a lump sum equal to 12 months’ IFA earnings, as per the month prior to the claim event, is paid. In addition, a premium equal to the last monthly earnings earned will be paid every month for 2 years thereafter. If this is your first product, the first R20 of your premium will cover the cost of the Earnings Guarantee Benefit.
Investment Booster:
Provided no claim or surrender has been submitted in the relevant period: The last 120 Earnings Guarantee Benefit premiums paid are added to your investment account after each 120 Earnings Guarantee Benefit premiums are paid.
Inflation Protection:
Built-in annual increases protect your policy from the effects of inflation: premium increases by 10% annually.
