WE HELP YOU PROVIDE IMMEDIATE LIQUIDITY TO YOUR FAMILY WHEN THEY NEED IT MOST

  • QUICK REACH

    For general enquires, claims assistance or servicing needs, please contact us on:

    087 352 2800
    queries@capitallegacy.co.za

    1st Floor, Wrigley Field,
    The Campus, 57 Sloane Street,
    Bryanston, Gauteng

  • YOUR FEEDBACK

    Contact us below regarding any compliments, queries or complaints:

  • BOOK AN APPOINTMENT

    Please complete your details below in order for us to contact you and set up a time for one of our Testamentary Consultants to meet with you, at your convenience:











WHAT IS IMMEDIATE LIQUIDITYTM

The integrated Immediate LiquidityTM benefit can seamlessly be enhanced by adding the Extended Immediate LiquidityTM benefit to your Indemnity PlanTM to provide more cover for final expenses such as the funeral, travel and monthly bills.

WHY IMMEDIATE LIQUIDITYTM

The Extended Immediate LiquidityTM benefit provides for the final expenses and deceased Estate fees in a cost effective integrated benefit. You can provide for or add to your our own provision for immediate liquidity and protection of fees.

This benefit reaches further than ‘funeral’ benefit products to ensure the minimum cost of winding-up of a loved one’s Estate is provided for. The benefit includes a feature of additional indemnification of deceased Estate legal expenses on the life assured in question.

PRODUCT DESCRIPTION

As a supplement to the optimum Indemnity PlanTM for your budget, consider the disastrous impact that final expenses can have on your loved ones. These expenses include the cost of your funeral, travel arrangements or even paying that month’s bills to keep the lights on.

The Extended Immediate LiquidityTM option can be added to your Indemnity PlanTM to provide for such expenses that may not be provided for in terms of the integrated Immediate Liquidity BenefitTM. Furthermore, you may need to protect yourself against these same costs in the event of losing your Spouse, Children or Parents.

A unique feature of this benefit is that an amount equal to the stated Immediate LiquidityTM benefit will be added to your Maximum Indemnity BenefitTM (MIBTM) for the indemnification of deceased Estate legal expenses on the relevant life assured you have selected.

This benefit allows you to provide for the cost of the funeral and winding-up of the Estate of a Spouse, Child, Parents or even Parents-in-law. In the case of your life, you can top-up your liquidity and fee protection needs for a nominal cost each month.

Legacy Protection PlanTM:
Immediate LiquidityTM Benefit Explainer
Find out how this benefit is set up to safeguard your family by providing cash within 48 hours of your loved one’s death.

IMMEDIATE LIQUIDITY BENEFITSTM

Insure yourself, your family or Parents from the need for immediate liquidity upon death with a seamless extension of cover.

  • Principal Immediate LiquidityTM – Lite
  • Principal Immediate LiquidityTM – Classic
  • Principal Immediate LiquidityTM – Premium
  • Family Immediate LiquidityTM – Lite
  • Family Immediate LiquidityTM – Classic
  • Child Immediate LiquidityTM
  • Parent Immediate LiquidityTM

THE IMMEDIATE LIQUIDITY™ BENEFIT

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I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

Financial Advisor regarding a Consultant

I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

Financial Advisor regarding a Consultant

The client said that the appointment was most pleasant and very informative.

Financial Advisor regarding a Consultant

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

Received from a Client

I learnt so much in my joint call with him, he is a pleasure to work with.

Financial Advisor regarding a Consultant

Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

Received from a Client

Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

She is so friendly and extremely knowledgeable. An absolute pleasure to deal with.

Financial Advisor regarding Service Desk

YES MAN YES!!!! Baie dankie Capital Legacy hierdie is great diens! Dankie vir julle.

Received from a Financial Advisor

    I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client said that the appointment was most pleasant and very informative.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

    Received from a Client

    Received from a Client

    I learnt so much in my joint call with him, he is a pleasure to work with.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

    Received from a Client

    Received from a Client

    Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

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CONTACT US

  • QUICK REACH

    For general enquires, claims assistance or servicing needs, please contact us on:

    087 352 2800
    queries@capitallegacy.co.za

    1st Floor, Wrigley Field,
    The Campus, 57 Sloane Street,
    Bryanston, Gauteng

  • YOUR FEEDBACK

    Contact us below regarding any compliments, queries or complaints:

  • BOOK AN APPOINTMENT

    Please complete your details below in order for us to contact you and set up a time for one of our Testamentary Consultants to meet with you, at your convenience:











FIND BRANCHES CLOSER TO YOU

  • Bloemfontein

    087 352 2800
    Office 2, Preller Centre, Graaf Reinet St, Dan Pienaar, Bloemfontein

    Port Elizabeth

    041 581 1061
    250 Main Road, Walmer, Port Elizabeth

    Nelspruit

    087 352 2800
    Cnr of Van Der Merwe and Ferreira Street, Nelspruit

    Potchefstroom

    087 352 2800
    Block C, Totius Park, 77 Totius Street, Potchefstroom

    Polokwane

    087 352 2800
    11 Pierre Street, IT Park, Bendor, Polokwane