. . Group Last Expense A Proposal By Liaison Group Presented by: Victor Manyonge Mukwanja Manager — Employee Benefits Copyright@by Liaison Group (I.B) Limited. All Rights Reserved LIAISON 1 9th April 2022.
. . Contents 1. Introduction - About Liaison Group 2. Proposals - (Absa Life, Life & I-JAP Life 3. Recommendation.
. . LIAISON — GROUP — About Liaison Group - Our services Risk & Insurance Risk Management Striving to be Africa's leading risk management consultancy through: Risk identification; risk analysis; risk evaluation; and risk monitoring Insurance Broking With efficiencies built since 1981, we pride ourselves to delivering a differentiated offering through: Overall management of insurance programs; Hospitality (SAT 1B); eBancassurance; Reinsurance Broking Human Capital Benefits Delivering competitive tailor-made benefits package through: Management of employees Benefit Insurance, group mortgage and credit protection; Keyman life, Healthcare Building synergies and delivering value through: a Management of healthcare programs including group medical schemes both insured and third-party administration Pension Driving secure, equitable and sustainable approaches in: Retirement funds; Consultancy administration; Through associates and partners (actuarial, legal, accountancy); Trustee advisory services; Personal financial services Investment Transforming Africa through: Asset Backed Securities (ABS); Municipal Development Bonds (Muni Bonds); Consumer Lending Solutions; Information Technology Solutions; Infrastructure Invest..
. . About Liaison Group - Our philosophy Our Mission We strive to successfully create and be a client driven, result oriented one stop shop Risk & Insurance, Healthcare, Pensions and Investment Consultancy of international repute for mutual benefits to all our stakeholders. Our Vision To become part of legacy in Africa Arising. Our Values Through our expertise, and talent pool, we think critically of how we can make an impact to your business, making it more secure LIAISON — GROUP — We seek to build continuous innovation, with the aim of making you more relevant into the foreseeable future We build on relationships, as we seek to understand your business, where you are and what you aim to achieve.
. . About Liaison Group - Our network Eastern Africa Nairobi Mombasa Kampala Dar es Salaam Arusha Kigali Juba Regional Johannesburg Global London (Lloyds) China Beijing LIAISON — GROUP — We operate primarily but not exclusively within Eastern Africa, and globally through our network partners. With these markets Liaison Group is in a strong position to satisfy particular needs of a rapidly growing client base..
. . Liaison Group - Success drivers Engine powered by strategy to risk management and insurance broking LIAISON — GROUP — O LIAISON modus operandi 1 2 3 4 5 Risk engineering and benchmarking Insurance contracting Placement Service and claim advocacy Annual strategic reviews.
. . Proposals: Group Last Expense RISK & INSURANCE / HEALTHCARE / PENSION / INVESTMENT www.liaisongroup.net.
. . LIAISON — GROUP — Proposer 1 — Absa Life Cate o Main Packa e Princi al Member S ouse Children O tion 1 50,000.00 50,000.00 50,000.00 50,000.00 2,000.00 ABSA Life O tion2 1 oo,ooo.oo 1 oo,ooo.oo 1 oo,ooo.oo 1 oo,ooo.oo 3,500.00 O tion3 150,000.00 150,000.00 100,000.00 150,000.00 5,000.00 O tion4 200,000.00 200,000.00 200,000.00 200,000.00 7,200.00 O tion5 300,000.00 300,000.00 200,000.00 300,000.00 10,600.00 O tion 6 400,000.00 400,000.00 200,000.00 400,000.00 16,000.00 500,000.00 500,000.00 200,000.00 500,000.00 20,500.00 Parents & Parents in Law Annual Premium Per Family Eligibility Member Princi al & S ouse Parents & Parents Inlaw Children Terms of Cover Min Age at Ent 18 Years 30 Years 2 Weeks Age at Ent 69 Years 84 Years 21 Years Maximum Cover Age For Life Sub'ect to no breaks in cover For Life Subject to no breaks in cover Up to 25 Years with proof of schooling Maximum Liability Per Insured Life Cover Basis Premium Refund Waiting Period Principal Member Waitin Period S ouse Waiting Period Children Waiting Period Parents 1 Million Worldwide,24 Hours a da No refund on exit after 30 days 1 month 1 month 1 month 3 months Note: Maximum of Five (5) Claims payable per family per year Children below the age of 10 years insured to a maximum of 100,000.
. . Proposer 2 — Cate o Main Packa e Princi al Member S ouse Children Parents & Parents in Law Annual Premium Per Family CIC Life CIC Life O tion 1 50,000.00 50,000.00 50,000.00 50,000.00 3,000.00 O tion2 100,000.00 100,000.00 100,000.00 100,000.00 6,000.00 O tion3 200,000.00 200,000.00 100,000.00 200,000.00 10,400.00 O tion4 300,000.00 300,000.00 100,000.00 200,000.00 11 ,600.oo O tion 5 400,000.00 400,000.00 100,000.00 200,000.00 12,800.00 LIAISON — GROUP — O tion6 500,000.00 500,000.00 100,000.00 200,000.00 14,000.00 Eligibility L'Ember Principal & Spouse Parents & Parents Inlaw Children Terms of Cover Min Age at Entry Max Age at Entry %ximum Cover Age 18 Years 40 Years 3 Months 70 Years 75 Years 18 Years 75 Years 80 Years Up to 25 Years with proof of schooling Number of Claims Payable All Waitin Period 3 months Note: Maximum benefit for Children is KES 100,000 & Parents KES 200,000.
. . LIAISON — GROUP — Proposer 3 — I-JAP Life Cate o Main Packa e Nuclear & Extended Famil Premium - Sin le Claim Nuclear & Extended Famil Premium - Six Claims Extra child/Siblin Eligibility & Terms Maximum Ent A e 75 ears Maximum Covera e Ae 85 ears Number of Claims Pa able 6 UAP Life 50,000.00 1 ,625.00 2,000.00 100.00 100,000.00 3,250.00 4,000.00 200.00 150,000.00 4,875.00 6,000.00 300.00 250,000.00 8,125.00 10,000.00 500.00 500,000.00 16,250.00 20,000.00 900.00 Waiti Period 3 months Note: All must declare if they are suffering or have suffered any of the following conditions: Cancer, Diabetes, Hypertension, Stroke, Major Organ Failure/ Organ Transplant, Heart Disease & HIV Related Illnesses. Any death claim due to an illness/condition that has not been declared may be declined. A group is required to choose one benefit level or sum assured that will be applicable to all group members. The maximum pay-out if a member has multiple policies with UPA Old Mutual is KES 250,000 for those above age 65 years and KES 500,000 for those below age 65 years..
. . Requirements for Placement of Cover RISK & INSURANCE / HEALTHCARE / PENSION / INVESTMENT www.liaisongroup.net.
. . LIAISON — GROUP — Scheme Set Up Requirements The following are required for setting up the scheme Full name of members and dependents (Spouse, Children & Parents) ID Number Dates of birth Copies of ID for All Adults Copies of Birth Certificates or Birth Notification for Children under 18 Years Completed membership forms for all principal members Choice of cover Full Premium Payment.
. . Recommended Underwriter: ABSA Life RISK & INSURANCE / HEALTHCARE / PENSION / INVESTMENT www.liaisongroup.net.
. . Thank. You. Address Liaison House, State House Avenue..