Issued policies across your scope. Advisor allocations sum to exactly 100%.
| Policy | Client | Insurer · BU | Premium | Inception | Status |
|---|---|---|---|---|---|
| MOM-871275 LifePlan Premier | Nadia Marais | Momentum · TD | R 1 082,00/m | 05 Mar 2026 | Lapsed |
| STM-616448 Severe Illness Benefit | Marius Steyn | Santam · TI | R 6 342,00/m | 02 Feb 2025 | Lapsed |
| MOM-352787 Income Protector | Tertius Pretorius | Momentum · TD | R 5 456,00/m | 27 Nov 2025 | Lapsed |
| DISC-672145 LifePlan Premier | Marius Steyn | Discovery · TI | R 6 348,00/yr | 03 Jan 2026 | Active |
| MOM-517353 Capital Disability | Charmaine Fourie | Momentum · TD | R 4 664,00/yr | 21 Apr 2026 | Active |
| MOM-964015 Retirement Annuity | Yolandi du Plessis | Momentum · TI | R 3 213,00/m | 16 Mar 2025 | Active |
| STM-770138 Income Protector | Nadia Marais | Santam · TD | R 2 275,00/m | 05 Jan 2026 | Lapsed |
| HOL-852446 Severe Illness Benefit | Lize Visser | Hollard · TI | R 7 160,00/m | 30 Sept 2024 | Active |
| STM-413237 Capital Disability | Riaan Venter | Santam · TD | R 5 038,00/m | 20 Sept 2025 | Active |
| SAN-179747 Income Protector | Lize Visser | Sanlam · TI | R 1 444,00/m | 26 Feb 2025 | Active |
| SAN-724121 Capital Disability | Elize Marais | Sanlam · TI | R 5 015,00/m | 30 Dec 2024 | Active |
| SAN-305814 Income Protector | Riaan Venter | Sanlam · TD | R 1 241,00/m | 26 Feb 2025 | Lapsed |
| DISC-910445 Income Protector | Riaan Venter | Discovery · TD | R 2 281,00/m | 30 Jul 2024 | Active |
| DISC-704516 LifePlan Premier | Tertius Pretorius | Discovery · TD | R 5 203,00/yr | 26 Dec 2024 | Lapsed |
| STM-331575 LifePlan Premier | Chanelle Fourie | Santam · TD | R 5 923,00/m | 17 Dec 2024 | Active |
| OM-915167 Retirement Annuity | Johan Engelbrecht | Old Mutual · TI | R 730,00/m | 09 Dec 2024 | Active |
| MOM-278449 Income Protector | Pieter Viljoen | Momentum · TW | R 5 076,00/m | 14 Mar 2026 | Active |
| DISC-305244 Severe Illness Benefit | Elize Marais | Discovery · TI | R 1 939,00/m | 23 Feb 2026 | Active |