How to Request Your Report

    How do I get started?

    Simply click on Access Your Report NOW and you will be directed to a secure site where you will be asked to provide the relevant details needed to request your life insurance and investment policy report. You will also need to accept the terms and conditions and follow a few easy steps to verify your identity.

    The secure site is managed by Torosure Financial Solutions, an authorised financial services provider, FSP license number 49032, that holds the necessary indemnity cover.

    Due to the sensitive nature of the information you are requesting you will be required to provide photographic verification of your identity. Your IP address will also be recorded, and you will need to enter a one-time password (OTP) that will be sent to your cell phone. This is to ensure that no one other than yourself is requesting your all-important life insurance and investment policy report, and that Torosure Financial Solutions is compliant with the POPIA and FAIS Act. It seems onerous, but we guarantee that it’s a simple process ensuring that your information is 100% protected.

    The next step

    We will endeavour to send you your life insurance and investment policy report within 2 business days.

    Along with the details of your life insurance and investment policies, this report includes a cover letter thanking your for making use of our online service, a list of commonly used financial terms along with their meanings and a call to action with regards to making use of the services of one of our affiliated, experienced and professional Financial Planners so that you are equipped with a thorough understanding of how your life insurance and investment policies work, and whether the benefits are still relevant according to your unique financial needs. The process is simple, efficient and at no cost to you!

    It is important to understand that you are under no obligation to accept the advice or services offered by the Financial Planner who contacts you. This is a value-added service that is designed to ensure that you have a thorough understanding of the details contained within your report and can proceed in the most well-educated manner thereafter.

    How is this report going to help me?

    This report will provide you with all the below information in one convenient document:

    • Confirmation of the life insurance and investment policies, currently registered in your name
    • Confirmation of your currently loaded personal details and beneficiaries, so that you can ensure that these details are correct
    • Confirmation that the correct lives are insured
    • Confirmation of the coverage provided by the life insurance providers
    • Confirmation of the fund value, surrender value and loan value of your investment policies, preservation funds and retirement annuities

    Once your report has been generated and sent to you, one of our affiliated, experienced and professional Financial Planners will contact you in order to guide you through your report, advise you and offer you an analysis of your life insurance and investments policies, if so required.

    Benefits of having a Financial Planner contact you after receiving your report

    It is important to understand that you are under no obligation to accept the advice or services offered by the Financial Planner who contacts you. However, we do recommend that you accept their call as they will be able to provide you with expert advice and feedback on your life insurance and investment policy report. This value-added service is designed to ensure that you have a thorough understanding of the details contained within your report and can proceed in the most well-educated manner thereafter.

    We believe that everyone should have access to suitable life insurance and correctly structured investment policies. But life insurance and investments are vast and complicated concepts, with numerous options available. A discussion with one of our affiliated, experienced and professional Financial Planners will equip you with an understanding of the following:

    • Whether you are over-paying for an insurance policy
    • Whether you have duplicated benefits on multiple insurance policies
    • Whether your life insurance, disability cover, income protection, severe illness cover, etc. is sufficient to cover your needs and adequately protects you against the health consequences of COVID-19
    • Checking to see whether any of your investments and life insurance policies have been ceded to a 3rd party
    • Whether you can access the cash value of your investment policies when required
    • Checking whether your investment policies have a current fund value lower than the contributions paid-to-date – which usually indicates that the investment policy has generated negative returns
    • Checking whether your investment policies have a surrender value lower than its current fund value – which usually indicates that the investment policy provider levies early exit fees

    ACCESS YOUR REPORT NOW

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