Poducts Portfolio

Life Insurance:

  • Group Life
  • Group Mortgage
  • Group Credit
  • Funeral Expense Individual Life

Retirement Products

  • Group Pension Scheme.
  • Individual Pension Plans.
  • Annuities.
  • Income Drawdown.
  • Provident Funds.
  • Umbrella funds
  • Guaranteed Funds
  • Segregated Funds
  • Gratuity Funds
  • Pooled funds

General Insurance

  • Group Personal Accident.
  • GPA/WIBA
  • Fire.
  • Property.
  • Group Medical. 
  • Individual Medical. 

Unit Trusts

Investments in Unit trusts

  • Money market Funds.
  • Equity Funds.
  • Growth Funds.
  • Balanced Funds.

Trust Funds

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Trust Funds

  • Various trust funds.
Estate management

 

Training

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Training

  • Financial Planning
  • Preretirement planning.
  • Annuity products.
  • Living happily in retirement
  • Trustee Development Kenya Program.
  • Managing Change

 

Annuities

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An Annuity is an arrangement whereby a life office/Insurance company, in exchange for purchase price/money, enters into a contract to pay a set amount of money (the Annuity) every year while the annuitant (the person on whose life the contract depends) is still alive. The layman word for an annuity is Pension.

 

Insurance

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Types of  Insurance:

  • Motor Insurance
  • Health Insurance
  • Travel Insurance
  • Commercial Insurance
  • Home Insurance
  • Marine (Cargo) Insurance
  • Commercial Insurance
  • Life Assurance