Client Value Proposition brochure.
Please follow the link below in order to access Sanlam Group Risk’s (SGR)interactive Client Value proposition (CVP) brochure.
The brochure provides an oversight of all the products that SGR has to offer our clients.
It can also be accessed on Sanlam’s website on the following webpage, by clicking on the hyperlink “group risk benefits” under Corporate:
Sanlam Group Risk counselling services.
Sanlam Group Risk offers benefit counselling services to the following:
- Beneficiaries of members who have passed away in respect of Life Insurance under an unapproved group scheme; and
- Members receiving payments in respect of Lump Sum Disability Insurance and Critical Illness Insurance.
The objective of the counselling services is to ensure that members and beneficiaries obtain the relevant information required and have access to financial advice in order to assist them with managing the benefit due to them. This will ultimately enable better member outcomes.
The counsellors will contact members/beneficiaries to confirm whether the members/beneficiaries require financial advice. If the members/beneficiaries indicate that they would like to receive advice, they will be referred to the Contracted Financial Advisor (CFA) on record for the relevant employer. Should the CFA not be able to assist members/beneficiaries within 7 working days, an alternative advisor will be requested.
Please contact your Client Solutions or Sanlam Corporate representative should you require any further information or assistance regarding this matter.