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Protecting Your Nest Egg

In my continued quest as your Financial Advisor, I am continuously looking for ways to be innovative and add value to each and every client’s life.

With this in mind, I have identified an area that needs more attention in each client’s life and that is to ensure that a sufficient cash amount would be made available to your spouse or family members in the event of your untimely death.

As all your bank accounts would be frozen on death, this cash amount may be used to assist your spouse or family members with daily and or monthly household expenses as well as for funeral costs.

I have decided to partner with Capital Legacy Solutions to provide this much needed benefit to you.

Capital Legacy Solutions can offer you an immediate cash benefit from as little as R89.58 per month. As an additional free service to you, Capital Legacy will also draft your Last Will and Testament!

This is an opportunity I would like all my clients to consider in order to ensure that you have the opportunity to protect your family in the event of your passing and that you have valid and enforceable Last Will and Testament in place.

If after reading this, you feel that you need assistance with your Will and the fees applicable after death, then please contact me at warrenb@oraclebrokers.com or call me on 082 490 5182


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