Our Solutions & Checklists

Financial & Insurance Solutions

Explore our comprehensive range of insurance and investment plans. Check the required information checklist for each solution to get started seamlessly.

Savings & Protection

Education Policy

Secure your child’s future through disciplined savings and financial protection.

Key Benefits:

  • Disciplined long-term education savings
  • Financial protection against life uncertainties
  • Flexible monthly contribution plans
  • Guaranteed payout upon policy maturity
Required Information Checklist:
  • Your Date of Birth
  • Child’s Age
  • Monthly Savings Amount
  • Occupation or Business
  • Phone Number & Email Address
Wealth & Estate

Savings Plan & Legacy Planning

Build wealth systematically while working towards your financial goals. Includes Whole Life Insurance for estate preservation.

Key Benefits:

  • Systematic wealth building
  • Whole Life Insurance for estate preservation
  • Minimizes legal challenges during succession
  • Flexible savings tenure & payout options
Required Information Checklist:
  • Your Date of Birth
  • Preferred Savings Amount
  • Occupation or Business
  • Legacy Planning Preference
  • Phone Number & Email Address
Family Protection

Last Expense Cover

Give your loved ones financial peace of mind during difficult times.

Key Benefits:

  • Immediate cash payout upon bereavement
  • Coverage for principal, spouse, and dependants
  • Flexible annual premium packages
  • Fast claim processing within 48 hours
Required Information Checklist:
  • Your Date of Birth
  • Occupation or Business
  • Phone Number & Email Address
Investment

Money Market Fund

Grow your savings while maintaining easy access to your investment in KES or USD.

Key Benefits:

  • Competitive compound interest yields
  • High liquidity with easy withdrawals
  • Choice of KES or USD investment currencies
  • Low initial capital requirement
Required Information Checklist:
  • Investment Amount
  • Preferred Currency: KES or USD
  • Phone Number & Email Address
Healthcare

Medical Insurance

Protect yourself and your family with comprehensive healthcare coverage.

Key Benefits:

  • Inpatient, Outpatient, Dental & Optical options
  • Pan-African and regional hospital networks
  • Maternity and chronic condition cover
  • 24/7 medical emergency helpline
Required Information Checklist:
  • Date(s) of Birth for all members to be covered
  • Number of Dependants
  • Occupation or Business
  • Phone Number & Email Address
Motor Vehicle

Third Party Motor Insurance

Stay compliant with the law while protecting yourself against third-party liabilities.

Key Benefits:

  • Statutory legal compliance
  • Third-party property damage coverage
  • Third-party bodily injury & death protection
  • Instant digital insurance certificate issuance
Required Information Checklist:
  • Copy of Vehicle Logbook
  • Copy of National ID
  • KRA PIN Certificate
  • Phone Number & Email Address
Motor Vehicle

Comprehensive Motor Insurance

Enjoy complete protection for your vehicle against accidental loss or damage.

Key Benefits:

  • Accidental collision & overturn coverage
  • Theft, fire, and malicious damage cover
  • Windscreen & entertainment system cover
  • 24/7 towing & roadside assistance
Required Information Checklist:
  • Current Market Value of Vehicle
  • Year of Manufacture
  • Copy of Vehicle Logbook
  • Copy of National ID & KRA PIN Certificate
  • Phone Number & Email Address

We Are Here to Help

Whether you're planning for your child's education, growing your wealth, protecting your health, insuring your vehicle, or securing your family's future, we are committed to providing professional advice and personalized financial solutions.