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 BusinessSanlam Business MarketSanlam Business Market

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.

The 1-2-3 of BusinessSanlam Business MarketSanlam Business Market

The 1-2-3 of Business

1 Contingent Liability

2 Credit Loan Account

3 Buy and Sell

4 Key Person Risk

5 Debit Loan Account

6 Overhead Protector

7 Replacement 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 needs addressed by the1-2-3 of Business

The 1-2-3 of BusinessWe 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

1-2-3 of BusinessProcessing options

www.123ob.co.za 1-2-3 of Business questionnaire

Use the paper version to fulfill all your business insurance needs.

1-2-3 of BusinessIntegrated Sanlam quotation & application form

The 1-2-3 of Business?

1-2-3 of Business SupportIndependent Financial Advisors

● Allegiance Call Centre : Charlene van Staden

● Contact number : 0861 legal1 / 0861 534 251

● Email address : 123@allegiance.co.za

● Fax to mail : 086 661 3425

● Legal support : Speak to your BC

1-2-3 of Business SupportSanlam Financial Advisors

● FPA Call Centre : Achmalia Maans

● Contact number : 021 947 8408

● Email address : 123ob@sanlam.co.za

● Fax to mail : 021 957 2487

The 1-2-3 of Business