Making investment decisions in an unstable economic climate, can sometimes leave you feeling unsettled. But with the 1Life Guaranteed Future Value Investment, you can invest with peace of mind knowing that the future value of your investment is guaranteed.
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The 1Life Guaranteed Future Value Investment is ideal for you if you:
Cash outThe initial lump sum can be cashed out or reinvested at the maturity date.
Surrender and withdrawalA surrender or one part withdrawal is always available after the first year, which is not repayable.
Investment optionsYou can either invest as an individual or a trust with natural persons as beneficiaries.
Death benefitUpon the death of the last surviving life assured, the death benefit payable will be equivalent to the surrender value.
Guaranteed returnsBecause you are investing in a low-risk product, you get a fixed return on your investment deposit over the five-year investment period, tax free!
Estate planningTo assist in estate planning, beneficiaries can be added to the investment. Should the life assured die the policy will continue to maturity and the proceeds will be paid directly to the beneficiaries. This avoids the proceeds being tied up until the estate has been settled, however it may be considered property in the estate of the deceased and attract estate duty.
The Truth About MoneyAll 1Life policyholders qualify for money management services from The Truth About Money at no extra charge. These services include debt management and counselling, estate planning and financial literacy courses. Find out more about The Truth About Money.
For hassle-free, guaranteed investments, turn to 1Life Guaranteed Future Value Investment. Find out more about how the investment process works:
The Truth About Money At 1Life we know that your future is written in how you manage your money. But we also know that South Africans do not always have the money management skills they need to build the future of their dreams. That is why we launched The Truth About Money.
The Truth About Money makes money management services and training available to 1Life policyholders at no charge. These services include the following:
Debt counsellingIf your debt has become unmanageable and you are struggling to make ends meet, The Truth About Money can help! You can register for telephonic debt management and debt counselling services on the Truth About Money website.
Estate mediationBecause we know how important it is to have your affairs in order, we will help you draft a will for yourself and your spouse or set up a trust for minor beneficiaries. You can also apply for legal advice and mediation if you need help winding up the estate of a relative.
Financial education courseFinancial education is the key to your financial freedom. The Truth About Money offers you access to a digital Financial Education course that you can complete at your own pace at any Boston Campus nationwide. Apply today!
Online advice and informationDo you want to learn more about how you can take control of your finances? Visit our website for tools, tips, news and views!
All of these services are available to successful applicants and 1Life policyholders at no charge!
Visit The Truth About Money website to learn more and register.
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