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OPTIONAL TITLE SLIDE [Delete as necessary] Financial Solutions for Business Owners Sanlam Business Market Deliver quality business insurance solutions to your clients using the 1-2-3 of Business. “Contingent Liability Briefcase” The 1-2-3 of Business Sanlam Business Market
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OPTIONAL TITLE SLIDE [Delete as necessary] Financial Solutions for Business Owners Sanlam Business Market “Contingent Liability Briefcase” This presentation gives you an overview of the 1-2-3 of Business and the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. This presentation gives you an overview of the 1-2-3 of Business and the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. The 1-2-3 of Business Sanlam Business Market
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TEXT SLIDE The 1-2-3 of Business
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TEXT SLIDE 1Contingent Liability 2Credit Loan Account 3Buy and Sell 4Key Person Risk 5Debit Loan Account 6Overhead Protector 7Replacement of Income What is the 1-2-3 of Business? Business insurance analysis tool Web-based System driven Addresses all aspects of needs identified (structure, tax etc.) Access to an online or paper version Report (FAIS compliant) Generates relevant agreements ready for your clients signature Includes a communication to the accountant Integrated quotation Integrated application form Business insurance analysis tool Web-based System driven Addresses all aspects of needs identified (structure, tax etc.) Access to an online or paper version Report (FAIS compliant) Generates relevant agreements ready for your clients signature Includes a communication to the accountant Integrated quotation Integrated application form Business insurance needs addressed by the 1-2-3 of Business
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TEXT SLIDE The 1-2-3 of Business We reached a significant milestone at the end of 2013! Allegiance Consulting 1 March 2014 – 15 years 1-2-3 of Business – 7 years Average 1-2-3 = R18.2m Not a single complaint No litigation Quality of advice Allegiance Consulting 1 March 2014 – 15 years 1-2-3 of Business – 7 years Average 1-2-3 = R18.2m Not a single complaint No litigation Quality of advice
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TEXT SLIDE 1-2-3 of Business Processing options www.123ob.co.za 1-2-3 of Business questionnaire Use the paper version to fulfill all your business insurance needs.
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TEXT SLIDE 1-2-3 of Business Integrated Sanlam quotation & application form
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TEXT SLIDE The 1-2-3 of Business?
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TEXT SLIDE 1-2-3 of Business Support Independent Financial Advisors ●Allegiance Call Centre: Charlene van Staden ●Contact number: 0861 legal1 / 0861 534 251 ●Email address: 123@allegiance.co.za123@allegiance.co.za ●Fax to mail: 086 661 3425 ●Legal support: Speak to your BC
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TEXT SLIDE 1-2-3 of Business Support Sanlam Financial Advisors ●FPA Call Centre: Achmalia Maans ●Contact number: 021 947 8408 ●Email address: 123ob@sanlam.co.za ●Fax to mail: 021 957 2487
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TEXT SLIDE The 1-2-3 of Business
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