Maximum Investment Plan

This policy helps to provide a lump sum through planned and disciplined savings. A guaranteed benefit is paid at the end of the plan. On death during the plan, a sum assured is paid.                                                                                      

      Features include:   

  • You are eligible to take up this plan if you are under the age of 60 years
  • Guaranteed interest rate, subject to annual review.
  •  Interest will be credited the moment payment is successful via using an ATM card or Bank transfer.
  • Interest policy loan, subject to a maximum of 70% of the fund balance.
  • Annuity option at maturity.
  • The minimum policy duration is 5yrs.
  • Attracts surrender/paid up value.

Benefits include:

  • Creates capital for future needs (i.e. school fees, home ownership, start own business, etc.)                                                                                  
  • Sum assured (life cover) in the event of death of the investor is N150,000.00
  • Death benefit is one-off cash sum (invested fund balance and life cover) to the beneficiary in the event of death during the policy term.
  • Maturity benefit is accumulated account balance as at maturity date
  • May provide a lump sum at retirement
  • Policy can be tendered as collateral with any financial institution              
  • Annuity option at maturity                                                                              
  • Invested amount can be used to apply for tax rebate                              
  • The proceed of the policy is tax exempt