Planning for retirement can be overwhelming and complicated. However, with our retirement plan product, you can rest assured that your retirement years will be financially secure. Our product offers a comprehensive retirement plan that can help you achieve your financial goals and ensure a comfortable and stress-free retirement.

 

Features and Benefits: Our retirement plan product is designed to provide you with a range of features and benefits to help you save for retirement. Some of the key features of our retirement plan include:

  1. Investment Options: Our retirement plan offers a range of investment options to help you grow your retirement savings. You can choose from various investment options, including stocks, bonds, and mutual funds.

  2. Tax Benefits: Our retirement plan provides tax benefits that can help you save money on taxes. Contributions to our retirement plan are tax-deductible, and the growth on your investments is tax-deferred until you withdraw the funds.

  3. Retirement Income: Our retirement plan also provides you with retirement income to help you maintain your lifestyle after you retire. You can choose from a range of retirement income options, including annuities and systematic withdrawals.

  4. Flexible Contributions: Our retirement plan offers flexible contribution options, allowing you to contribute as much or as little as you want to your retirement savings.

In summary, our retirement plan product offers a comprehensive retirement solution that can help you achieve your financial goals and ensure a comfortable and stress-free retirement. With features such as investment options, tax benefits, retirement income, and flexible contributions, our retirement plan product is the perfect choice for anyone looking to secure their financial future. Contact us today to learn more about our retirement plan product and how it can help you achieve your retirement goals.

What is Sure Deal Retirement Plan?

Sure Deal retirement plan is a life cover, savings and investment plan from UAP Old Mutual that offers a tax-free guaranteed lump sum benefit at maturity of the plan. It is designed to help you to save in a disciplined manner over a period ranging between 5 years to 10 years in order to accumulate sufficient funds to enable you to achieve your dreams.
 
What's in it for you?

Sure Deal retirement plan is a life cover, savings, and investment plan tailored to enable you to meet your life aspirations that have financial costs. With your goal in mind, Sure Deal offers flexible and easy payment installments to enable you to accumulate funds over a period of time. Other optional benefits that come with the plan, include:

 

  • Life Cover benefits payable to a nominated beneficiary immediately on the death of the policy owner within the policy.
  • Accidental death benefits are payable on the death arising from accidents.
  • Waiver of premium benefit on death, this is an additional benefit that waives future contributions due under the plan incase of your unfortunate demise or disability.
  • Total permanent disability benefits as a result of accidental injuries and disease.
How does it work?
 
  • Visualise your dream (buying a car, building a house, purchasing land, a wedding ceremony)
  • Estimate how much you would need to achieve your dream
  • You can choose to contribute either monthly, quarterly, semi-annually, annually or you can choose to pay, a single lump sum
  • Alternatively, talk to us and let us help you calculate how much you need to invest in Sure Deal to achieve your goal
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