Retirement Benefits Insurance

Subject *

Email *

Full Name *

Date of birth *

At what age would you like to tap into your retirement benefits scheme *

Age 50

Age 60

Age 65

Other

Other *

What statement best describes where you are now? *

I am in my wealth accumulation years and I want to put funds aside to take care of me in retirement

I currently have an ongoing personal pension and I am not satisfied with it, looking for better options

I want to transfer and consolidate my work pension into a personal pension plan I am in control of

Other

Would you want your payout to be a lump sum or paid out monthly? *

Other

Lump sum

Other

Other *

What amount would you like to start contributing? *

(minimum Ksh 1000 monthly) OR How much do you want to receive per month upon retirement? (This will guide us in advising how much you need set aside per month)

How much do you have currently in your retirement savings if any? *

Would you want to retire and leave an inheritance as well? *

Yes I'm also interested in getting a whole life cover to leave cash inheritance

No, thank you

Do you want living benefits with the whole life cover? These are critical illness and accidental disability protection.

Critical Illness Cover

Accidental Disability Cover

All the above

None of the above

Yes I'm also interested in getting a whole life cover to leave cash inheritance.

This is if you want to leave a cash inheritance to your loved ones. You are required to respond to all the questions to get a valid proposal
If not interested, go to next section;

Please state smoking status:

Smoker (cigarette, e-cigarette, vape, any tobacco use)

Non Smoker

What amount you would like to leave as an inheritance (sum assured) or the premium you want to contribute monthly?

Retirement Benefits Questionnaire