LIFE INSURANCE
- SUCCESS EMPLOYEE BENEFITS (PTY) LTD.
This subsidiary provides service and advice in the Life Assurance Sector. Success
Employee Benefits (Pty) Limited was incorporated during early 1999 to provide additional
services and added values to our client base. Simon Geffroy heads this company aided
by a brilliant team. The Company was recently awarded Gold Status by Discovery Life,
as well as by Liberty Life.
The Company has contracts with all reputable Life Companies which allows a wide
range of choice from whom to obtain quotes. Success consultants are accredited with
the relevant Life Companies to sell these products.
They are FAIS compliant and Certified Financial Planners
FUNERAL PLAN
Success’ affordable Funeral Plan is underwritten by Liberty Life, and is available
to clients ranging from 18 to 59 years old. The plan includes Netcare 911 evacuation,
trauma counseling, repatriation of mortal remains, legal assistance, premium waiver
and benefits in the event of death, retrenchment or disability. There is no medical
or financial underwriting applicable on this product.
Life Cover
It is essential that one makes provisions for death even though one does
not want to think about it, but the reality is that our loved ones / beneficiaries
require support after one has passed on. We can assist you with a policy which will
cater for any outstanding debts and provide peace of mind that you have provided
for your loved ones in terms of maintaining a standard of living which your family
have become accustomed to.
Dread Disease Benefits
This is an extremely important cover to have in place due to the fact that serious
dreaded diseases usually strike without any warning. Some examples are: heart attack,
strokes, cancer and the like.
Disability Lump Sum Benefits
This is a benefit that pays out a lump sum in the event of a disability claim. There
are various options available in the market and we welcome the opportunity of discussing
the differences in cover to allow you to make an informed decision.
Income Protection Benefit / Loss of Income Benefit
This cover is designed to pay a monthly income if you are unable to work due to
sickness or accident.
Education Policies
As parents, you need to start planning and saving today for your child's future
requirements. The costs of a university degree are constantly increasing and through
a financial needs analysis we can help formulate a plan to cater for these needs.
Business Assurance Policies & Keyman Policies
These policies are designed to assist business owners against losses of partners
and/or key personnel. These policies will provide lumps sums and are designed to
ensure that the business continues in the face of turmoil following the death of
a partner / key individual.
Investments
We will conduct a financial needs analysis and once the information has been determined,
we will work hand in hand to create a viable plan going forward.