Plans For Life
Unit Trust Funds
Your money is pooled with other investors and managed by full-time experts who invest it in secure, high-yield assets. It’s a safe, way to save and invest for specific goals like buying land or building a home, with clear monthly digital statements to track your progress and interest earned. You can choose a steady, capital-preserving Money Market Fund, a growth-focused Equity Fund, or a balanced mix in the Fixed Income Fund or the Balanced Fund.
Personal Retirement Scheme
This is a secure, long-term plan to build a dedicated retirement nest egg back home. It offers a compound minimum guaranteed return of 4% per year plus added bonuses. For UK expats, this scheme is approved by the HMRC to accept tax-relieved pension balance transfers.
Investsure
This is a structured investment solution that allows you to grow your wealth in either US Dollars or Kenyan Shillings, depending on your preference. Similar to Unit Trusts, it pulls funds, secures your capital and grows your investment at a steady interest rate, with the added bonus of an in-built Life Insurance, ensuring smooth transition to your dependents in case of anything.
Summit Endowment
This is a 5-7 year savings plan designed to help you hit your major mid-to-long-term financial milestones. On this plan, a monthly premium/investment is paid with the promise of a Sum Assured of up to 200Mn at the end of the maturity period.
Home Insurance
This ensures that your house(s) and the contents are covered in case of an unexpected occurrence. It can cover the building itself, the contents, occupiers and employees. This also works in case your home has been converted into an short-stay accommodation.
Motor Insurance
Accidents happen. Whether it is you or your loved one driving in Kenya, ensure that they are covered medically in case an accident happens, and that your asset is protected from loss or damage.
Travel Insurance
Whether it is missed flights, lost bags, sudden illness, medical emergencies or even a stolen passport while travelling, this cover ensures your peace of mind by catering for all the unexpected things that can happen while travelling. Whether flying to Kenya or back to your country of residence, we’ve got you covered.
Whole Of Life
This cover is designed to give you and your loved ones financial security for life. It pays a lump sum to your beneficiaries when you pass away but also provides coverage in case of disability or a serious illness. The premiums are paid for a chosen amount of time and not in perpetuity unlike other Life Insurance covers.
Milele Trust Fund
Is designed to do one thing well for you: honour your wishes, even when you’re no longer around to express them. It ensures your cash is managed exactly as you intended, whether you are still living or have passed on. Whether it is funding your child’s education, covering medical expenses, or supporting causes close to your heart, your instructions become permanent and are carried out by ICEA LION Trust Company, your appointed professional Trustee, committed to handling everything with the integrity it deserves.
Estate Planning
Is a seamless way to hold and pass on your wealth to the next generation in a tailored manner. By placing your assets in this trust, your family bypasses the long, costly court succession process if you pass away. Your beneficiaries won't need to travel to Kenya to battle in court, and your assets are legally protected from external creditor claims.
Group Repatriation & Last Expense Cover
This is an annual life insurance plan that aims to cover you and your family while you live away from Kenya, in case of their unfortunate demise. It aims to pay the benefit cash amount within 48 hours of notification to handle the immediate costs of flights, funeral home, burial preparations, accommodation etc during this great time of need. This cover is offered to groups of over 50 members.
At ICEA LION, we guide you through every life-changing moment. What's loading for you in the next few months/years? Fill out the form to speak to a financial planner today!
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