Liberty Free Follow-Up Guide

Why Your Financial Freedom is a Lifelong Assurance with Liberty

A Free Guide from your Liberty Adviser

Hello, Thank you for the opportunity to share some information about Liberty that I think you will find interesting and important.

As a highly trained adviser, I know how complex and confusing it can be to take definite financial decisions in the current environment of uncertainty.

I also know that for every single person with a dream or a goal, in any life stage or situation, there is an individual plan to get you there.

I am proud and excited by the chance to be the adviser that partners with you on your personal journey to financial freedom.

I know that money is emotional. No matter how much or how little we have of it, we all feel deeply attached to it!

This is part of what makes us human. It’s also why we need to know we can trust the people we are partnering with to protect, preserve, or grow our money.

This guide has been put together to give you a sense of assurance that when you are dealing me as your adviser, you are also getting the support of the powerful brand that backs the Liberty promise.

Let’s get started!

Our History Liberty has been offering industryleading life assurance products to clients for over sixty years – we were the first to introduce a Retirement Annuity to South Africa in 1960.

Over time, we have established a reputation for integrity and sincerity in our dealings with everyone – suppliers, employees, corporations, government departments and of course, our advisers and their clients.

Your Reassurance

Our Technology Our business is based on the future, not the past.

For this reason, we are continually adopting innovative technologies or building software to enhance the experience of our brand for our advisers and clients.

But never at the expense of the human touch that defines who we are as a company and differentiates us from others in the industry.

Your Convenience

Our Quality Advice As the backbone and the lifeblood of our business, our advisers are second to none.

We have a reputation for being the primary source of professional training and support for the most talented financial advisers in the industry.

Your Peace of Mind

Our Partnerships As the backbone and the lifeblood of our business, our advisers are second to none.

We have a reputation for being the primary source of professional training and support for the most talented financial advisers in the industry.

Your Partner

Our Human Insight The fact that we draw and train talented advisers from communities all over the country means that we have a unique understanding and appreciation of the realities on the ground at every level of society.

Your Personal Guide

Our Unique Solutions These on-the-ground insights influence the ongoing development of every new product we develop.

It is our massive range of options that gives our advisers the opportunity to develop unique plans and solutions for every client they partner with.

Your Personal Plan

Our Covid Response We continuously adapt and develop our products and service experiences to meet the emerging demands of the modern consumer.

Today, we have the most transparent, flexible and diverse series of options designed to satisfy the unique requirements and affordability constraints of any client dealing with any situation – including Covid-19.

Your Best Defence

Our Claims History The proof of the value of life assurance products is in the value we add of the lives of those we cover.

Liberty leads the way in terms of the Covid crisis having already paid out over R5,3 billion in corporate and retail claims alone in the first half of 2020.

Your Guarantee

Our Investment Returns Similarly, the proof of the value of savings and investments products is in the returns we secure for our clients.

Liberty is proud to have delivered growth yields of 27.4% on its Top 40 Tracker over seven years since its launch 2012.

Your Inflation Beater

Our Retirement Returns One of the primary goals of our clients is financial freedom in retirement.

Liberty is happy to release maturity values of around RXX millions in retirement funds – every day.

Your Goals Achieved

Our Thought Leadership Liberty regularly contributes to industry forums and publications, thereby increasing the wealth of knowledge, experience, expertise and insights that benefit the entire industry.

Your Leading Edge

Our Brand Power The flaming torch of Liberty shines very brightly in the landscape of our industry. It embodies the promise of light, warmth, comfort and unwavering humanity.

Your Guiding Light

Our Promise Our most recent positioning – in it with you – promises to answer the overwhelming need of clients and advisers today.

Real people in real life situations, each looking for a lifelong personal commitment from inspired professionals with the human touch.

Your Security

Our Approach Liberty is cautious where we need to be – we are dealing with people’s lives and livelihoods after all.

But we also know when and where to shake things up and move the industry forward when it needs to adapt and develop to emerging needs.

Your Comfort

Our Family Speak to any one of our advisers or employees and they will tell you that working with Liberty is a deeply human experience.

We know each other, we support each other, we celebrate each other’s successes and support about each other through life’s challenges.

We are proud of our humanity and the way it guides our business practices.

Your Welcome

Our Advisers We believe that everyone deserves financial freedom.

Your Liberty adviser is your personal and committed guide on the lifelong journey to financial freedom.

No matter where you are in your financial life, you can be confident that he or she can get you where you want to be.

Your Best Choice

Our Thanks Thank you spending time with us.

We look forward to welcoming you as a client of Liberty, and to working with your adviser to secure your financial freedom!