Credit life/risk policy

A new risk/life policy could form part of your Estate planning to provide cashflow to your Will beneficiaries or Estate even after the loan was settled.

New risk/life policy request

Name:

Surname:

Title:

Gender:

ID number:

Preferred language:

Email address:

Contact number:

Preferred contact time:

08:00 - 10:00

10:00 - 13:00

13:00 - 15:00

15:00 - 17:00

Do you have an existing life policy?

YES

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Taking out the new risk/life policy would mean full application and underwriting.
A health questionnaire will be done with the personal assistance of the Liberty Nurse call centre facility at a time that will suit you.
When this policy is issued the cession will be registered against it to protect you and your family in the event of an untimely death.

Please note that the application might take up to 20 working days.

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PROTECTION OF PERSONAL INFORMATION:

FINSA is subject to the POPI Act No 4 of 2013 and undertakes to protect personal information and to only use such information for purposes associated with the information mentioned above. This may include the provision or sending of information to Liberty regarding matters of proposed new risk/credit life policies and or ceding of existing policies in favour of Finsa. It may also include Liberty obtaining information from third parties on any existing policies I may have.

Opt-In

I confirm that I have read the foregoing and record my consent thereto, including the communication of my contact information by Finsa to Liberty, and Liberty obtaining information from third parties on my existing policies. I consent to be contacted by Johan Cloete, an Executive Financial Advisor from Liberty, and/or his delegated colleagues, in order that I may be informed of options and provided with a proposal tailored to my needs.