Amending of quotes for current schemes

All four of our underwriters require quotes to be re-run when there are significant changes in membership or salaries. The underwriters need to check that the rate offered is still compatible with the membership profile.

Please take note of when re-quotes are required:

• Capital Alliance – 15% change in membership numbers or salary

• Sanlam – 20% change in membership numbers

• Old Mutual – 20% change in membership numbers or salary

• Hollard – 20% change in membership numbers or salary

Should you require more information, please contact your Associate or the office.

Thank you and regards,

The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog and you can do that by clicking here. All information provided in TSA Connect newsletters is intended to inform and explain, but please remember to always check the current terms on policies when considering options and advising clients.

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