Earn great investment returns while enjoying insurance protection.
What is Nawiri Investment Plan?
Nawiri Investment Plan offers you a flexible savings product, death cover, last expense and permanent and total disability cover. To grow your fund, the plan allows you to make regular premiums and additional deposits into your fund at your convenience. These additional deposits ensure that your fund value grows faster to meet your future goals.
Why sign up for a Nawiri Investment Plan?
Competitive returns: You get to enjoy competitive returns with a minimum guaranteed rate of 5% on your savings.
Flexibility:You can save additional amounts over and above your regular payments at any time to suit your changing needs
Protection: You get to enjoy affordable insurance cover as you pay your regular premium.
Affordability: You can start saving as little as KES 1,000 at regular intervals and work towards your savings goal.
Key Product Features
Single lumpsum at maturity- At the end of your policy, you will receive the fund value.
Tax relief- If your policy term is 10 years and above, you get to enjoy an insurance tax relief of 15% of the premiums paid (subject to a maximum of KES 5,000 per month and KES 60,000 annually). In addition, the full amount payable at the maturity of the policy is tax free.
Last Expense- This provides a lump sum benefit on death of the policy owner to cover the cost of funeral expenses. A minimum death cover of KES 100,000 must be taken with this plan.
Additional Insurance Cover Available
You will be able to take up the following benefits at an additional cost.
Permanent and Total Disability (PTD) Cover- In the unfortunate event that you suffer from permanent and total disability, a lump sum will be provided as per the cover.
Death cover- In the unfortunate event of death, a lumpsum payment equivalent to the sum assured chosen at onboarding will be paid to your beneficiaries.
How do I sign up for Nawiri Investment Plan?
Simply get in touch with a Britam Financial Advisor and they will walk you through the process.
How can I pay my premiums once I sign up for Nawiri Investment Plan?
There are various convenient ways to do this:
MyBritam portal- Access this easily via https://customerconnect.britam.com
MyBritam app- Simply download and sign up on the app on Google PlayStore or Apple App Store.
Direct Debit- Set up regular deductions from your bank account.
Bankers cheques or personal cheques written to “Britam” are acceptable.
Salary deduction- Through your employer as a check-off on your payroll.
TO SIGN UP, CONTACT
Gallin Wekesa
0712 870 447 gwwekesa@britam.com gallywexa@gmail.com