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Our Services
Portfolio
Assessment Programme
Potential Outcomes
- Your existing portfolio is performing as expected
- Your portfolio is not performing according to initial projections
- Enhance your coverage for the same premium
- Reduce your premiums while retaining the same coverage
- Add additional benefits and features to meet your goals better
$500.00BASIC
$800.00COMPREHENSIVE
Unlike other financial instrument in your portfolio, permanent life insurance is rarely assessed. Drop in interest rates, changes in mortality charges and market conditions can significantly affect the returns on your existing policies, yet the effects of these changes are hardly understood. The consequences of these may cause an increase in the cost of insurance, or in certain scenarios, causing coverage to expire during the lifetime of the insured.
Impact of policies that disappoint or expire involuntarily are often overlooked, and they are the reason why we have created the Portfolio Assessment Programme.
Benefits of Financial Wellness
Improves productivity without financial worries and distraction
Increase engagement and retention among employees
Improve mental well-being that financial stresses could cause
Integrate your overall wellness with HR talent acquisition strategies
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