WealthBuilder Illustration

Name of Client Absa Client

DOB 1-Jan-65
Age Next Birthday 60
Policy Term 10
Investment Frequency Single
Single Investment KES 3,500,000
Maturity Age 69
Expected Start Date 18-Jan-24
Expected Maturity Date 18-Jan-34
Investment Term 10

Policy Benefits
Life Cover KES 1,000,000
Projected Maturity value KES 9,581,135

Projected Value at Policy Anniversary

Projected pay-out on Amount Payable in case of

Year Projected Fund Value early encashment death
Year 1 KES 3,868,350 N/A KES 3,968,350
Year 2 KES 4,277,219 N/A KES 4,377,219
Year 3 KES 4,731,063 KES 4,717,063 KES 4,831,063
Year 4 KES 5,234,829 KES 5,227,829 KES 5,334,829
Year 5 KES 5,794,011 KES 5,787,011 KES 5,894,011
Year 6 KES 6,414,702 KES 6,411,202 KES 6,514,702
Year 7 KES 7,087,019 KES 7,083,519 KES 7,187,019
Year 8 KES 7,833,291 KES 7,829,791 KES 7,933,291
Year 9 KES 8,661,653 KES 8,661,653 KES 8,761,653
Year 10 KES 9,581,135 KES 9,581,135 KES 9,681,135

Tax Relief KES 60,000

Agent Name:
Agent Code: 0
Branch: 0

Disclaimer
1: The projected maturity estimate is based on assumed net interest rate of 11% p.a and an annual effective rate of
12.9%. However the rate may vary based on the actual performance of the company’s assets under management.
2: If premium top ups are made on the policy, the fund value will increase but the sum assured will remain as
chosen at policy inception.
3: Policy encashment is allowed after being inforce for 2 years and shall be subject to withdrawal charges.

HEAD OFFICE
Apollo Centre, 07 Ring Road Parklands, Westlands Email: info@apalife.co.ke
Tel: 020 364 1000 Website: http://www.apainsurance.org