Skip to main content

Why Do You Need the Bona Life Pula Cashback Plan?

The Pula Cashback Plan is a method of saving towards that holiday you have always dreamt of, or maybe even home renovations. Whatever your reasons, the Pula Cashback Plan provides various payout amounts that will depend on your investment or premium. The timing of your pay-outs can also be of your choosing. 

The Pula Cashback Plan is available as a Cashback Protection Plan and an Investment Plan.

5 Good Reasons to Invest in This Product

  • You will receive cash back at regular intervals. 
  • The funeral cover will ease your family’s financial burden in your absence. 
  • You can manage this product to suit your short,medium and long-term needs. 
  • You can manage your finances through this savings plan. 
  • Minimum monthly premium of P300.
Main Benefits

Pula Cashback Protection Plan

  • Death Benefit equal to higher of twice the Insurance Cover or Policy Account
  • Funeral Benefit of P15,000
  •  Accelerated Care Benefit (ACB) of 60% of Insurance Cover or P150,000 – whichever is the lesser

Pula Cashback Investment Plan

  • Death benefit equal to Accumulated Policy Account
  • Funeral Benefit of P15,000;
  • Premium waiver available
Optional Benefits
  • Additional Death Benefit up to 4 times the Insurance Cover*.
  •  Accidental Death Benefit*. 
  • Withdrawal/Cashback: 15% of policy account at policy anniversary as from year 4 and every year thereafter

F

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.