Welcome to Agri-Com Insurance Brokers Thank you for attending our short presentation on the following services: Short Term Insurance Investments Retirement.

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Presentation transcript:

Welcome to Agri-Com Insurance Brokers Thank you for attending our short presentation on the following services: Short Term Insurance Investments Retirement Medical Aid Life Insurance Estate Planning Speaker: Mr. Tella Harris Financial Advisor 9/2/20151

2 Short Term Insurance Motor and Household Insurance Claims Policy changes and renewals Endorsements Investments Unit Trust Investments Offshore Investments Guaranteed Investments Endowments Education Savings Plans Retirement Retirement Annuities Pre-and Post Retirement Planning Pension- and Provident Preservation Funds Living- and Life Annuities

Medical Aid New member applications Plan changes Yearly reviews All claims and enquiries Life Insurance Live Cover Disability Cover Critical Illness Benefits Temporary Income Protector and Income Protector Estate Planning Estate Planning and winding up of deceased Estates Financial Needs Analysis Wills Trusts 9/2/2015 3

Key Personnel 9/2/2015 Tella Harris Financial Advisor Tella Harris Financial Advisor Short Term Insurance Lanie Coleman (Executive Assistant) Lanie Coleman (Executive Assistant) Nita Mann (Executive Assistant) Nita Mann (Executive Assistant) Medical Aid Investments Retirement Planning Retirement Planning Life Insurance Francois Meyer Financial Advisor Francois Meyer Financial Advisor 4

Mission statement We want to share our passion for comprehensive financial wellness and an enhanced lifestyle with every individual client We wish to take the next step in their financial wellness and share innovative solutions with them to address their unique needs. We wish to engage in a professional and continuous relationship with our clients as wellness is not just a step, but a journey. Our passion is to have a positive influence on financial lifestyle and wellness of every individual, client and stakeholder with whom we build a trusted relationship, through professional advice, using innovative products and concepts, by educating and empowering our clients to become financially independent through every stage of life. We also strive to uplift some of the local underprivileged people in our community through support initiatives. Prepared by: Nita Mann (executive assistant) 9/2/20155

6 FOR ANY FURTHER ENQUIRIES PLEASE FEEL FREE TO CONTACT OUR FINANACIAL ADIVSORS Francois Meyer Tella Harris THANK YOU