KeyPlan Business Tool

KeyPlan™ Business Tool

Client Information

PERSAL SANDF

Employee Number

Age Band

Plan Type

Existing Client

Is this affordability for an existing Client ?

Yes No

Current Premium

EduProtect™

Child one

Child two

Child three

Child four

Parent Immediate Liquidity™

No of Parents

Proposed Benefits

KeyPlan™

Indemnity Benefit

[R000 000]
[R000.00]

Estate Overheads Protector™

[R000 000]

Immediate Liquidity™

[R000 000]

Spouse Immediate Liquidity™

[R000 000]

Child Immediate Liquidity™

[R000 000]

Total Benefits

R000 000

Monthly Premium

R000.00

EduProtect™

Child1 - Age ()

R000 000
R000.00

Child2 - Age ()

R000 000
R000.00

Child3 - Age ()

R000 000
R000.00

Child4 - Age ()

R000 000
R000.00

Total Benefits

R000 000

Monthly Premium

R000.00

Parent Immediate Liquidity™

Parent 1

[R000 000]
[R000.00]

Parent 2

[R000.000]
[R000.00]

Parent 3

[R000.000]
[R000.00]

Parent 4

[R000.000]
[R000.00]

Total Benefits

R000 000

Monthly Premium

R000.00

Total Plan Value

Total Monthly Premium