Life Stages Financial Planning

The Savings Program For All Your Life Stages

Allianz - financial_cover

Ask Allianz !

Speak with our insurance specialist who answers your questions and helps you make a personalized plan for tomorrow
(This service is offered free of charge)

Click here...




Call our hotline

19909 

Working hours

from 9:00 am to 8:00 pm from Sunday to Thursday 


Visit one of our officies near you

Click Here




  • Plan with us
  • Call us
  • Near you

Program Brief

We all have ambitious dreams; whether it is getting a PhD, starting up a business, buying a house or even getting married. However, big dreams often carry a heavy price tag. That’s why it is crucial to plan early on so that when the right time comes, you are adequately prepared to take on the role of your dreams. Count on the Allianz Program for Financial Planning to get you closer to your dream.

Allianz Program for Financial Planning is a unique life assurance plan coupled with investment benefits, designed specifically to meet the needs of young adults who will need financial support during the many stages of their lives. The program offers optional survival cash benefits at set intervals throughout the plan, as well as a lump sum maturity benefit which can be used as your retirement fund.

If you start Allianz Program for Financial Planning now, your money will be carefully invested and returned to you at the agreed intervals. This means you will have the money you need to get married, buy a home, save for your children’s education and retire comfortably.

Dream Big!

Careful financial planning can enable you to have extra cash for each key stage in your life, as well as a comfortable retirement fund when you are ready to put an end to your working days.

Advantages

Allianz has developed a truly unique and flexible program that will be there for you every step of the way:

  • A program suitable for all life stages
  • A tailor made program with flexibility in all aspects of the plan
  • Varity of different payment frequencies; monthly, quarterly, semiannually or annually
  • The plan is available in Egyptian pound or US dollar
  • You can have total permanent disability or/and accidental death and accidental disability as optional covers
  • The option to partially withdraw from your investment account in case of any unforeseen financial need that arises after the competion of first policy year

How It Works

Start Planning Now!

Have you thought...

  • How much it costs to get your masters or PhD degree from a private university?
  • How much it costs to throw a wedding now?
  • How much it costs you to buy a new car within 3-5 years from now?

Your plan provides you with financial support needed to pursue your goals such as throwing a wedding, buying a new home, educating your children, maintaining a good standard of living for your family and securing a pension that will enable you to live comfortably during retirement.

  1. After your discussion with Allianz financial consultant, you can set the frequency, amount of premiums, and your desired financial targets (e.g. a target each 5 years)
  2. The program will offer you the planned financial amounts on the agreed intervals

The program gives you peace of mind knowing that your beneficiaries will be financially secured. They will receive the sum assured defined for the cover in case of death, disability or critical illness and if it was due to an accident they will receive another additional amount.

Covers

Basic Cover

  • Death Cover

Death benefit is payable to beneficiaries if the insured person dies whilst the policy is in force.

Additional Optional Covers

  • Total Permanent Disability

This benefit includes the payment of the death cover in case the insured person suffered from total and permanent disability due to accident and/or illness for a continuous period of six (6) months without being able to perform his/her usual occupation or any other occupation. 

  •  Accidental Death and/or Disability

This additional benefit is payable to the insured or the beneficiaries if the insured person suffers a bodily injury as a direct result of a sudden accident; causing directly within a period of twelve (12) months death or permanent disablement. 

Additional Benefits

Policy Adjustments

On premium anniversary after the first calendar year (maximum twice a year) 

Booster

An extra premium injected to the policy to increase the investment benefits that can be withdrawn anytime with profit 

Premium Variation

Protect your benefits against inflation