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For individuals

All people are confronted to take various decisions from an early age. These decisions are impacted in different ways as a result of your current life stage and a number of other factors. Two of the most frequently asked questions that we can answer for you are: “When should I start taking out insurance?” and “What types of insurance is available?”
The most common insurance you would require:

  • The most common insurance you would require:
  • Medical Aid
  • Gap Cover
  • Car Insurance
  • Life cover (cover for death, income protection, disability, severe illness)
  • Investments (tax free savings, Retirement Annuity)
  • Funeral cover
  • Estate Planning
Anyone over the age of 18 should subscribe to
some of these above-mentioned products that
form part of your portfolio and long-term
planning.
The younger person would need to invest more
in insurance products for disability and severe
illness to provide financial stability in
unfortunate events that can affect their income
in the future. These benefits are locked within
the life cover structure.
Those families and individuals who already
have insurances in place who need sound
advice and need to move to a different provider
are welcome to make contact with us.
B2 Financial Services perform a financial needs
analysis to determine your risk and advise you
on how to best structure specific products to
address your current need based on your
affordability.
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