About 1-2-3 of Business

The 1-2-3 of Business is an analysis instrument that qualifies and quantifies the business assurance needs of your client.

It comprehensively addresses all the traditional business assurance needs as well as the aspects of tax, product structure, business assurance agreements and the new business elements from a Sanlam perspective.

The analysis instrument generates a comprehensive business assurance proposal which includes agreements that are ready for your client’s signature and also gives the financial planner the option to customise the business assurance proposal for their clients.

In addition to the above, the 1-2-3 of Business includes an option to request an integrated Sanlam quotation and application form.

The 1-2-3 of Business offers the financial planner a truly unique business assurance experience.