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Group Credit Life Assurance

This policy covers loans advanced by organisations that offer credit facilities to third parties.

Such organisations may comprise banks, building societies, micro- finance institutions, co-operative savings & credit societies, hire- purchase dealers and employers who offer credit facilities to their own employees.

The main objective of the group credit cover is to provide a capital sum on death of any member of the scheme, equal to the loan outstanding in the books of the scheme at the time of death of the member, instead of the loan being written-off. A loan cover can also be taken to provide a capital sum on the total and permanent disability of any participating member of the scheme equal to the loan outstanding in the books of the scheme at the time of the total and permanent disability of the member.

Four Varieties of Credit Life

Credit Life Insurance

This is a type of life insurance that effectively pays off the debt owed on a loan/credit account or mortgage in the event of the borrower’s death. The payment from the insurance company reflecting the payoff balance of the borrower’s account or loan always goes to the lender. Policies may be structured to cover personal loans, mortgages and overdraft facilities. If the debtor dies before the loan is fully repaid, the policy pays the lender an amount equal to what is still owed to the creditor at that time.

Credit Disability Insurance

In this scheme, payments are made when a debtor becomes disabled by sickness or accident and is totally unable to work.

Involuntary Unemployment Insurance

Like Credit Disability Insurance, the debtor’s monthly loan repayments are made during a period of involuntary unemployment, such as a layoff or downsizing. Sanlam Life Insurance has been reviewing the prospect of making this type of cover available in the Tanzania market and we are happy to advise this cover is now available only with Sanlam Life Insurance.

Keyman (Or Woman)/ Business Credit Life Insurance

This product is designed to cover the life of a key member of a company such as the founder, CEO, project manager or a specialist on whom the company is heavily dependent on. The product helps to guarantee the long-term viability of the business in the event of the death of a key person. This also helps to protect the financial health of those who depend on it.

Benefits Under the Policy

Death Benefits

The policy guarantees to settle 100% of the outstanding loan in respect of a deceased member of the scheme.

Total and Permanent Disability Benefits

The policy guarantees to settle the outstanding loan balance when a member becomes totally and permanently disabled by accident to engage in any occupation for wage or profit.

Funeral Expense Benefit

The policy can be taken with funeral expense benefit at an additional but modest premium. The cover guarantees to avail funds to finance funeral expenses in respect of deceased member of the scheme.

The benefit is payable within 48 hours of notice. The level of benefit per member under this cover will be decided by the financier in consultation with members of the scheme and should be uniform.

Premium Payment

Depending on the arrangements of the collection of premiums from debtors by the creditor, premiums can be paid in two ways:

  • Annual premium is payable on commencement of the cover and there after annually on the renewal date.
  • Single premium is paid for the whole term of the loan.

Documentation

The following documents are required to be completed and submitted by the client:

  • Group Proposal Form should duly completed by the creditor.
  • A schedule of details of the persons to be covered. The schedule should have the following details:
    • Name
    • Date of birth
    • The identification number
    • The outstanding loan
    • The interest rate
    • The loan repayment term

Download Forms

Group Credit Life Assurance Proposal Form
Group Credit Assurance Policy Claim Form
Keyman Individual Proposal Form
Mortgage Credit Protection – Individual Proposal Form
Mortgage Credit Protection – Joint Proposal Form

Institutional

Sanlam Life Insurance is a licensed financial service provider.
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