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Keeping our promises

When your journey becomes difficult, you can trust us to deliver on our promise to pay all valid claims. Every claim that we pay, is our promise kept. We want our clients to live the life they love every day – even after an accident or illness.

Because we're committed to delivering on our promises, in 2018 our payout for Life Insurance was R4 052 004 345. Some of our largest claims in 2018 were:

  • A death claim of R45 059 793.
  • A critical illness claim of R6 381 408.
  • A disability claim of R62 410 413.
  • A (cumulative) income protection claim of R2 192 097.

Get the trusted advice you deserve

A financial adviser talking to a client about having critical illness, disability and loss of income cover.

Our financial advisers can ensure that you’re comprehensively covered against critical illness, disability, loss of income or death. They’ll be there to guide you through challenging times, like when your world is turned upside down with the loss of a loved one. During this difficult time, it’s important to have a trusted partner who will responsibly guide you through the claims process to make things easier for you.

Our 3-step claim journey

When dealing with a critical illness or disability; or grieving and remembrance, legal matters still need to be taken care of. A process you may not want to face - a process that could seem daunting and overwhelming.

Step 1.

Contact us to report your claim

Step 2.

Submit the necessary documentation

Step 3.

We’ll assess and process the claim

Full disclosure ensures a hassle-free payout

A pair of eye glasses placed onto a life insurance policy document on a desk.

By being completely honest upfront, when taking out your life insurance policy, will ensure that when it comes time to submit a claim, it gets paid out without any hassles.

Full disclosure of all required information is important when taking out a policy. Remember to always:
  • Be honest about your smoking and drinking habits.
  • Disclose any medical conditions you’ve had in the past.
  • Disclose any recreational activities that could be potentially dangerous, like deep-sea diving.

A Momentum financial adviser can assist with filling out all the necessary documentation when you take out a policy, as well as help you understand the definitions of different claims events and the different levels of cover.

Learn more about
Life Insurance

How to submit a claim

Are you owed insurance money?

Momentum Trust

Contact Momentum
Life Insurance

Client service and policy alterations

Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.


Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

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