Since April 2022, the Sanlam Umbrella Fund has extended its benefit counselling services to:
- Beneficiaries of members who have passed away in respect of Group Life Insurance
- Members receiving payments in respect of Lump Sum Disability Insurance or Critical illness Insurance
The objective is to ensure that the members and beneficiaries obtain the relevant information required, and have access to financial advice that may help manage the benefit due to them. This will ultimately enable better member outcomes.
The engagement with the Contracted Financial Adviser (CFA) after the above-mentioned interaction is a very important part of this process. To ensure that we provide the correct support to CFAs, we will be adjusting the current referral process. Click here for an overview of the change from the old process to the new process.
Please contact your Client Relations Manager should you require any further information or assistance regarding this matter.