Our products and services matrix



FinPlan Software
[ Incl: Family support services policy ]
Software:
FinPlan software worth R245 000
11 FinPlan database forms



**** Services Rendered (While alive):
These services are covered by Myprotector up to the limits reflected in the threshold values below.
FREE Financial Planning strategy
FREE 1st online financial assessment and needs analysis
FREE 1st online financial goals and aspirations guidance
FREE Do-it-yourself Legal Will
BASIC Legal Will drafting by Myprotector legal team
ADVANCED Legal Will drafting by Myprotector legal team
Legal Will update by Myprotector legal team
Additional online financial assessment and needs analysis
FREE Online financial education articles and advisor support
FREE Unlimited financial document vault



Services Rendered (After passing):
In the event that the family is required to pay for some costs that are directly related to your death, then Myprotector will pay these services costs up to certain limits as reflected in the below threshold value table.
FREE 24/7 family support centre service
FREE Case manager gets assigned to your family when you pass away
FREE Financial data gets extracted and given to your family / executor



Accumulative Annual Thresholds:
0 - 6 Months = R0
7 - 12 Months = R2 500
2nd Year = R5 500
3rd Year+ = R15 000
Service values and limitations



Features:
Value of services rendered up to R15 000
No medicals required
Minimum entry age 18, max entry age 65
Initial sign up waiting period of 6 months



Premiums:
FinPlan Software: R100.00 PP/PM
Services Policy: FREE PP/PM




Extra Value:
For up to 6 independent users
Incl FREE family support services policy
per user
No annual software fee increases
Emergency
services policy
Software:
myICE software worth R115 000
11 FinPlan database forms
2 myICE database forms
1 Customised myICE TAG key ring



**** Services Rendered (While alive):
These services are covered by Myprotector up to the limits reflected in the threshold values below.
FREE Financial Planning strategy
FREE Emergency Planning strategy
FREE 1st online financial assessment and needs analysis
FREE 1st online emergency assessment and needs analysis
FREE 1st online financial goals and aspirations guidance
FREE 1st online emergency goals and aspirations guidance
FREE Do-it-yourself Legal Will
BASIC Legal Will drafting by Myprotector legal team
ADVANCED Legal Will drafting by Myprotector legal team
Legal Will update by Myprotector legal team
Additional online financial assessment and needs analysis
Additional online emergency assessment and needs analysis
FREE Online financial education articles and advisor support
FREE Unlimited financial document vault
FREE Unlimited myICE document vault



Services Rendered (After passing):
In the event that the family is required to pay for some costs that are directly related to your death or when you can’t speak for yourself in an emergency, then Myprotector will pay these services costs up to certain limits as reflected in the below threshold value table.
FREE 24/7 family support centre service
FREE Case manager gets assigned to your family when you pass away
FREE Emergency data gets instantly extracted for first respondres
FREE Emergency notification service of your emergency event to your family
A FREE dossier of completed tasks gets handed to your family
Emergency ambulance transportation costs are covered
Hospital admittance fees are covered
Only your own private vehicle's towing fee is covered



Accumulative Annual Thresholds:
0 - 6 Months = R0
7 - 12 Months = R2 500
2nd Year = R5 500
3rd Year+ = R15 000
Service values and limitations



Features:
Value of services rendered up to R15 000
No medicals required
Minimum entry age 18, max entry age 65
Initial sign up waiting period of 6 months



Premiums:
myICE planning software: FREE
Services Policy: R60.00 PP/PM
Additional dependants: R20.00 PP/PM



Extra Value:
* R60.00 Discount
** 10% Cash back after 5 years
*** 20% Cash forward at death
No annual services fee increases
 
Deceased estate
services policy
Software:
Estate software worth R265 000
11 FinPlan database forms
14 Estate database forms
Deceased Estate wind-up technology worth R110 000



**** Services Rendered (While alive):
These services are covered by Myprotector up to the limits reflected in the threshold values below.
FREE Financial Planning strategy
FREE Estate Planning strategy
FREE 1st online financial assessment and needs analysis
FREE 1st online estate assessment and needs analysis
FREE 1st online financial goals and aspirations guidance
FREE 1st online estate goals and aspirations guidance
FREE Do-it-yourself Legal Will
BASIC Legal Will drafting by Myprotector legal team
ADVANCED Legal Will drafting by Myprotector legal team
Legal Will update by Myprotector legal team
Additional online financial assessment and needs analysis
Additional online estate assessment and needs analysis
FREE Online financial education articles and advisor support
FREE Unlimited financial document vault
FREE Unlimited estate document vault
Estate liability assessment



Services Rendered (After passing):
In the event that the family is required to pay for some costs that are directly related to your death, then Myprotector will pay these services costs up to certain limits as reflected in the below threshold value table.
FREE 24/7 family support centre service
FREE Case manager gets assigned to your family when you pass away
FREE Estate data gets extracted for your family / executor
FREE Notification to your listed key contacts about your passing away
A FREE dossier of completed tasks gets handed to your family
FREE deceased estate wind-up if estate is valued LESS than R250 000.
Discounted executor fees if estate is valued MORE than R250 000



Accumulative Annual Thresholds:
0 - 6 Months = R0
7 - 12 Months = R10 000
2nd Year = R20 000
3rd Year+ = R30 000
Service values and limitations



Features:
Value of services rendered up to R30 000
No medicals required
Minimum entry age 18, max entry age 65
Initial sign up waiting period of 6 months



Premiums:
Estate planning software: FREE
Services Policy: R120.00 PP/PM



Extra Value:
* R60.00 Discount
** 10% Cash back after 5 years
*** 20% Cash forward at death
No annual services fee increases
 
Heritage preservation
services policy
Software:
Heritage software worth R360 000
11 FinPlan database forms
14 Heritage database forms



**** Services Rendered (While alive):
These services are covered by Myprotector up to the limits reflected in the threshold values below.
FREE Financial Planning strategy
FREE Heritage Planning strategy
FREE 1st online financial assessment and needs analysis
FREE 1st online heritage assessment and needs analysis
FREE 1st online financial goals and aspirations guidance
FREE 1st online heritage goals and aspirations guidance
FREE Do-it-yourself Legal Will
BASIC Legal Will drafting by Myprotector legal team
ADVANCED Legal Will drafting by Myprotector legal team
Legal Will update by Myprotector legal team
Additional online financial assessment and needs analysis
Additional online heritage assessment and needs analysis
FREE Online financial education articles and advisor support
FREE Unlimited financial document vault
FREE Unlimited heritage document vault
Trust protector services for your own trust



Services Rendered (After passing):
In the event that the family is required to pay for some costs that are directly related to your death, then Myprotector will pay these services costs up to certain limits as reflected in the below threshold value table.
FREE 24/7 family support centre service
FREE Case manager gets assigned to your family when you pass away
FREE Heritage data gets extracted for your family / trustees
FREE Notification to your listed key contacts about your passing away
A FREE dossier of completed tasks gets handed to your family
Trust protector services for your own trust
Your own family heritage trust gets created
Produce your life story Book for family
Preserve your life history on the heritage archive
We will attach your life story to the legal Will we did for you



Accumulative Annual Thresholds:
0 - 6 Months = R0
7 - 12 Months = R10 000
2nd Year = R30 000
3rd Year+ = R50 000
Service values and limitations



Features:
Value of services rendered up to R50 000
No medicals required
Minimum entry age 18, max entry age 65
Initial sign up waiting period of 6 months



Premiums:
Heritage planning software: FREE
Services Policy: R150.00 PP/PM



Extra Value:
* R60.00 Discount
** 10% Cash back after 5 years
*** 20% Cash forward at death
No annual services fee increases
 
* R60.00 Discount when you purchase ALL 3 services
** 10% Cash back after 5 years (subject to unbroken monthly contributions)
*** 20% Cash forward at death. (From the 5th year onward and it gets paid to the beneficiaries in your Legal Will) - (subject to unbroken monthly contributions)
**** Where applicable, all service requirements are first subject to a quote and can be deducted from the accumulative annual threshold benefit

Buy any of the Myprotector services and get the FinPlan and Family Support Services Policy for FREE