Find Your Funds Easier on Find My Funds
Life insurance policies and investment funds are a necessity now – we all know the need to make investments.
Individuals submit necessary details, facts and documents to the insurance or the investment company and insurance policies or the investment papers are issued based on such details. So, you need to make sure to provide accurate information. However, these details may change over the years. It is important to ensure that your policies are also updated with the changed details so that you do not face any hassles later. Find My Funds is an online platform that helps you with this by providing an up-to-date overview of all your life insurance and investment policies.
Services offered by Find My Funds
Access to product providers: Find My Funds work with experienced and professional financial planning experts and can facilitate the sourcing of information from large life insurance and investment companies like Discovery, Old Mutual, Liberty, Sanlam and more. By sourcing the information directly, a comprehensive report is prepared for the users. Thus, the users of Find My Funds can avoid the hassle of visiting and enquiring all insurance companies and save their time and energy.
Confirmation of information and benefits of policies: If policy details or benefits are incorrect, then it can be very problematic for the policyholders. Problems like claim rejections, funds being paid to a wrong claimant, costly delays in payouts and listings of the wrong beneficiary may happen. Find My Funds helps policyholders to take the right actions to make sure that the life insurance benefits are comprehensive and investment policies fulfil their financial needs so they can avoid costly mistakes.
Value-added services: Apart from receiving a comprehensive report, users of Find My Funds can also enjoy the benefits of consulting with the affiliated financial planning experts. By going through the current life insurance and investment policy report, they can help in addressing queries including:
To know more about the services of Find My Funds, visit their website: https://findmyfunds.co.za/.
Unit 503, The Point, 76 Regent Rd, Sea Point
Cape Town, 8005, South Africa
About Find My Funds
Find My Finds is an online solution that helps its users to obtain an up-to-date overview of their investment policies and life insurance quickly. The platform works with several professional and experienced planning experts representing the leading investment and life insurance companies in South Africa. Thus, it can source information directly from those companies and offers a free, comprehensive, and no obligation investment policy and life insurance report.
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