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Apr 04, 2024

Finding a product that offers both the opportunity to save and the security of insurance protection is a rare gem. The Pula Cashback Plan, presents a unique solution to this need. It's crafted for individuals who seek a balanced financial product that caters to their aspirations of saving for the future while ensuring they have the necessary protection along the way.

Understanding the Pula Cashback Plan

The Pula Cashback Plan is not just any financial product; it's a beacon of innovation in the insurance savings plan market. Designed with the modern consumer in mind, it combines the best of two worlds: savings and protection. Unlike traditional insurance products that only offer protection, the Pula Cashback Plan goes a step further by allowing policyholders to save money over a term, with the added benefit of receiving a lump sum cashback at the end of the policy term if no claims are made. This unique feature sets it apart, making it a standout choice for those looking to secure their financial future.

Benefits of the Pula Cashback Plan

The Pula Cashback Plan offers a plethora of benefits, chief among them being financial security and the opportunity to save. Policyholders can enjoy peace of mind knowing they're protected, while also watching their savings grow. The cashback feature is particularly appealing, as it rewards individuals for their prudence, offering a significant return on their investment if no claims are made. This dual benefit of savings and protection ensures that policyholders are not just planning for the unexpected but are also rewarded for their foresight.

Who Should Consider the Pula Cashback Plan?

The Pula Cashback Plan is designed for a diverse audience, including ambitious professionals and dedicated family individuals. It's ideal for those who are in the middle of their financial journey, looking for a product that supports both their short-term needs and long-term goals. Whether it's saving for a child's education, planning for retirement, or ensuring financial stability in unforeseen circumstances, the Pula Cashback Plan offers a versatile solution.

How to Get Started with the Pula Cashback Plan

Embarking on your journey with the Pula Cashback Plan is straightforward. Potential policyholders should begin by visiting Bona Life's website to understand the application process, which includes filling out an application form and submitting necessary documents. Bona Life's team of experts is also on hand to guide applicants through every step, ensuring a smooth and informed entry into a plan that could redefine their financial planning.

Conclusion

The Pula Cashback Plan is more than just an insurance savings plan; it's a pathway to achieving financial security and savings goals simultaneously. For those striving for a balanced financial product that doesn't compromise on savings or protection, it represents a smart choice. Don't let this opportunity pass you by. Start your legacy today – Contact Bona Life for more information or to apply for the plan. Your future self will thank you.

 

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How do I make amendments to my policy?

Fill out an amendment form supplied by Bona Life, and attach relevant supporting documents based on the nature of the amendment. For example:

  • Addition of a child to policy – birth certificate
  • Change of name- marriage, divorce decree or affidavit
  • Change of bank- new banking details 
How do I get my statement for my investment or savings policy?

Send a request to client service team via the various touchpoints (walk-ins, email, Whatsapp, Facebook, telephone) to prepare a policy valuation. Policy valuation will be shared via your preferred medium.

How do I cede my policy for a loan?

Send a request to cede policy to Bona Life and on confirmation of policy status, you will complete a cession form. Attach the KYC forms and policy documents will be prepared showing the cession. This is what you will take to the bank to complete the cession.

How do I surrender my investment or savings policy?

Submit KYC documents, Complete surrender form, write surrender letter & attach bank statement for account that the money will be deposited to.