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Grow your wealth. Protect what matters.

Invest with confidence through a flexible investment solution that helps you build wealth while protecting you and your loved ones with valuable insurance benefits along the way.

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LifeVest is a flexible investment solution that combines long-term wealth creation with built-in financial protection. Grow your investment through competitive returns while enjoying life cover, critical illness protection, permanent total disability cover and the flexibility to access part of your investment when you need it.

Why does Lifevest make sense?

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Competitive Returns

Grow your wealth through competitive investment returns designed to help you achieve your long-term financial goals.

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Built-in Life Cover

Benefit from an built-in life cover equal to 10% of your accumulated fund value, up to a maximum of KShs 5 million

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Critical Illness and Total Disability Cover

Get Critical Illness and Total Disability Cover of up to 30% of your life cover.

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Flexible Withdrawals

Withdraw up to 25% of your investment fund annually, beginning from the second policy year, while the remaining balance continues growing.

If you have any questions or need to speak to one of our financial experts on how to get started with LifeVest, fill in the form below.

Useful Information

LifeVest is a flexible investment and insurance solution designed to help you grow your savings while protecting your financial future. With a single investment, you enjoy wealth accumulation alongside valuable protection benefits, making it easier to achieve your life goals with confidence.

Anyone between the ages of 18 and 80 years can apply for LifeVest. The plan offers flexible policy terms ranging from 5 to 20 years, making it suitable for both medium and long-term financial planning.

You can choose: conservative, aggressive, moderate or cash portfolios depending on your risk appetite. These portfolios can be topped up either monthly or as a lump sum

Every LifeVest policy comes with valuable built-in protection benefits, including:

  • Life Cover worth 10% of your accumulated investment value.
  • Permanent Total Disability (PTD) cover of 30% of the life cover
  • Critical illness cover of 30% of the life cover

Yes. LifeVest gives you the flexibility to withdraw up to 25% of your investment fund every year, beginning from the second policy year and subject to the policy terms. This allows you to meet important financial needs while your remaining investment continues to grow.

We offer flexible policy options, available for sale for 7 to 20 years for the regular premium and 5 to 20 years for the lumpsum/once-off premium.

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Forms & Documents relevant to LifeVest

LifeVest Brochure
Change Of Beneficiary
Change Of Premium Payment
Claim Notification Form
Long Form Health Certificate Application
Proof of Death - Claimant Statement
Proof of Death - Physician Statement
Request for Part Surrender
Request for Termination of Insurance Form
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Frequently Asked Questions

You can get started with a minimum single investment of KSh 50,000 or below KShs. 5,000 for the regular monthly premium

Yes. You can top up your investment at any time from as little as KSh.1,000 for the lumpsum/once-off premium and for the regular monthly premiums as needed, but not below Kshs. 2,500

Yes. You can withdraw up to 25% of your investment fund once every year, beginning from the second policy year, subject to the policy terms.

Track your investment performance anytime through the customer portal or via USSD *373#, giving you convenient access to your investment information.

At the end of your chosen policy term, you'll receive 100% of your accumulated investment value, allowing you to enjoy the wealth you've built over the years.

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