Financial Tools

At SEB we not only focus on educating our clients, but also on providing them with financial tools to make informed investment decisions.  The following tools are available on our website:

 

Sanlam's Death Benefit calculator

The determination of the right to maintenance is done in accordance with the jurisprudence and principles laid down in motor vehicle accident claims.  With the help of a powerful Internet based calculator, trustees can make this calculation in a matter of seconds. It first determines the total income of the household and projects the future needs of the surviving spouse, the children and other dependants. It then places the trustees in a position to exercise their discretion based on proper information in a way that is not only equitable but also consistent and properly considered. To log in to this service, click here.

 

Retirement Fund Web (RFW)

Retirement Fund Web (RFW) provides our clients with state-of-the-art retirement fund administration processes and member communication tools via the Internet. RFW is an Internet-based system, available to retirement funds that are administered by Sanlam Employee Benefits. By using RFW, clients can streamline the administration of their retirement fund considerably, eliminate tedious amounts of paperwork and have instant access to member information. To log in to this service, click here

 

E-nnuity

An unique and innovative online quotation programme, E-nnuity (a South African web-based first), allows for instant retirement planning quotations.  It enables financial advisors to provide retirement fund members with multiple quotations literally at the "push of a button".  The quotations are based on real-time values from across the range of annuity products that Sanlam Employee Benefits offer.

 

Using E-nnuity, financial advisors are able to instantly show their clients the exact pension amount they will receive or alternatively, the cost of the annuity for each annuity product they have chosen.  They will also be able to demonstrate the variance in value as optional benefits, such as a guarantee payment period, are added.  Clients can compare annuity quotes and immediately choose the most suitable option for their needs.
 
E-nnuity has significant benefits for financial advisors.  From one aspect, instantaneous quotations serve to enhance a financial advisor's professionalism.  It involves less paperwork and saves time and effort, substantially driving down the cost of generating business.

 

To access E-nnuity anywhere and at any time, FAIS-accredited financial advisors simply require web connectivity - no additional software is needed.  E-nnuity is menu-driven and is designed to be user-friendly.

 

To log in to E-nnuity, click here.

 

Sanlam Asset Liability Index (SALI)

SALI helps the investor develop a better understanding of the factors that influence his ability to retire comfortably. It also gives the investor access to instruments that help protect the level of monthly pension he hopes to receive at retirement. For more information, click here.