Life Advisers
Everything you need to know about being a Hollard Life Adviser
Forms & downloads
Servicing forms
Application forms
Printable & editable applications:
Full Application - Afrikaans Version
Addendum vir Maatskappy of Trust_1
Addendum vir Maatskappy of Trust_2
Aansoekvorm vir Lewensversekerde
Aansoek vir Hollard se Lewenspolis – Versekerde Lewe_16 Feb 2021
Aansoek vir Hollard se Lewenspolis - Polishouer_16 Feb 2021
Aansoek vir Hollard se Lewenspolis - Polishouer
RAR – PPR 19:
Claims forms
Business Overhead Expenses Benefit Claim Form
Disability Claim Form - Claimant
Certificate of Continued Disability Claim Form
Disability Claim Form - Employer
Certificate of Existance for a Claim
Disability Claim Form - Medical Attendant
Certificate of Income Received
Critical Illness Claim Form - Life Insured
Critical Illness Claim Form - Medial Attendant
Indemnity Form for Crisis Waiver Cash Back
Policyholder Form for Critical Illness and Disability Claims
Stop Debit Order Form
Underwriting forms
Back and Neck Questionnaire - Life Insured
Diabetic Questionnaire - Life Insured
Diabetic Questionnaire - Medical Attendant
Diving Questionnaire - Commercial
Epilepsy Questionnaire - Life Insured
Epilepsy Questionnaire - Medical Attendant
Financial Statement - Partnership Cover
Financial Statement - Personal Needs Cover
Financial Statement - Security for a Loan
Gastro Intestinal Questionnaire
Habits Questionnaire - Alcohol
Heart Chart By Physician Specialist Form
Mental Health Questionnaire - Life Insured
Mental Health Questionnaire - Medical Attendant
Motor Car Racing Questionnaire
Powerboat Racing Questionnaire
Regular Passenger Aviation Questionaire
Sky Diving & Parachuting Questionnaire
Please log in to our a Lifezone broker portal.
Download LifeQuote
LifeQuote is Hollard Life’s easy-to-use desktop quoting tool that allows you to generate not only new business quotations for Life cover, Critical illness and Disability (to name a few) but also to print a complete benefits summary pack for your client on the benefits selected, that you can use as part of your record of advice.
In order to download the latest version of LifeQuote, please log in to the LifeZone portal and click on the LifeQuote icon. Once downloaded, extract the zip file contents and open the LifeQuote.exe file. Follow the onscreen prompts to finish the installation.
Broker accreditation
Completing our online accreditation exam will help you, the financial adviser, to familiarise yourself with our Life Insurance product offering, which will assist you when you offer financial advice to your clients.
This accreditation is open to Life insurance financial advisers registered on our LifeZone (previously AltZone) portal, that market and sell risk policies. By better understanding our products you will be able to provide more effective financial advice to your clients. The course material will ensure that you don’t give incorrect product information which could lead to your client’s expectations not being met.
In order to achieve accreditation, you will simply be required to score 80% on the exam. On successful completion, we will email your accreditation certificate to you directly. If you are unsuccessful, please take the time to try again.
You will be required to log in to your LifeZone broker profile in order to access the broker accreditation facility.
Please access the LifeZone portal and navigate to the broker accreditation section.