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Sanlam RA convert/conversion to new generation Cumulus Echo Retirement Annuity

Convert your older generation Sanlam RA to a Cumulus Echo RA

Although a conversion from an older generation Retirement Annuity to a new generation Cumulus Echo has a lot of benefits, there is cases where you could forfeit certain benefits or guarantees that you currently have on your existing RA. It is therefore important to seek advice on the appropriateness and the benefits of a potential conversion in your unique circumstances. Complete the form hereafter and an experienced financial planner will do a quote for you and inform you of the implications for you if you should convert your older generation RA to a new generation Cumulus Echo Retirement Annuity.     

Complete the form for a conversion to Cumulus Echo RA quote:

Sanlam believe in the

value of a long-term

relationship with you,

and as such they

have adapted their

retirement annuities

(RAs) over the years

to better suit your

needs.

If you have an existing Sanlam universal life, other older-generation RA or if you have an existing Stratus, Cumulus, Cobalt for Professionals or Topaz (non-linked) RA, you can convert your plan to a Cumulus Echo, Sanlam’s latest very successful and exceptionally value-for-money RA. In addition to the numerous benefits associated with a conversion to Cumulus Echo, the conversion process presents an ideal opportunity to reassess your financial needs or situation at retirement.
The Cumulus Echo conversion promise When you convert your existing RA to a Cumulus Echo, the converted plan will offer the same or even better value for money at retirement if payments are made until then, compared to the existing plan. This is due to the unique set of Echo Bonus percentages calculated for each individual converted plan. These percentages ensure the same or an even better position at the planned retirement date, assuming the same (weighted) asset management charge as before the conversion. In addition, any recurring contribution increases – whether at your request or due to contractual contribution growth – and ad hoc one-off contributions on the converted plan will be treated exactly the same as a new Cumulus Echo RA.
Sanlam RA convert/conversion to new generation Cumulus Echo Retirement Annuity Sanlam RA convert/conversion to new generation Cumulus Echo Retirement Annuity Sanlam RA convert/conversion to new generation Cumulus Echo Retirement Annuity
An Echo Bonus is added to boost your retirement savings Cumulus Echo encourages disciplined savings with the Echo Bonus, an amount added at retirement or termination to boost your retirement savings. Sanlam give you access to tailored investment options You also have access to the leading investment funds in the industry The leading investment funds across all risk levels and asset classes are available, making it easier to select an appropriate investment portfolio. The Lifetime Investment Option makes retirement planning easier With this investment facility your savings are managed by leading asset managers, at an extremely low cost and with no performance fee. Various Regulation 28 choices simplify your life Sanlam allows affordable ad hoc contributions to fit your pocket Ad hoc recurring contribution increases and one-off contributions can be made at any time and the minimum amounts are low enough to accommodate your changing needs. Regular annual contribution increases at 5% - 20% or at the Sanlam inflation rate are available to help your savings keep up with inflation. You can have peace of mind should you become disabled An optional waiver of payment at disability benefit can be added to ensure that your retirement provision is not compromised if contributions cannot be met should you become disabled. Transparency is one of the cornerstones of Cumulus Echo All charges and bonuses are outlined on the quotations upfront. And flexibility to accommodate your changing needs
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