Following on from the last important reminder, this week’s is regarding medicals for members who exceed the maximum entry age.

The new scheme maximum entry age is 64 however, Sanlam, Capital Alliance and Old Mutual will all consider members who undergo full underwriting if there is a deferred age to 70.

  • Sanlam – Medicals at member’s own cost
  • Old Mutual – Medicals at member’s own cost
  • Capital Alliance – Underwriter will cover the costs
  • Hollard – Maximum entry age is 64

With Capital Alliance and Old Mutual, a full premium is due as an Accidental Death benefit will apply during the Grace Period. With Sanlam a premium is only due once the member is fully underwritten.

Thank you and regards,
The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog.

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.

(Vol 7. Issue 9)