Define your retirement portfolio.
financial literacy and planning, investment and retirement benefits advisory
- Our Location
Nairobi, Kenya
- Free Review
+254 722930613
Professional and Experienced Insurance Agency
You've Come to The Right Place
About Us
Dafine Insurance Agency was registered in 2017 coupled with previous experience spanning over 7 years and representing over 5 Insurance companies an Agency dealing with pension consolidation services only.
Professional background
We have Competency in financial literacy and planning, investment and retirement benefits advisory.
Inspired by ideas that are disruptive in bringing change to the society through use of Financial technology
Able to identify customer needs and satisfy them according to the available channels while observing guidelines set in the institutions, we represent through our effective customer service.
Our Services Areas
Income drawdown
An income drawdown is an arrangement in which a member opts to access his/her retirement benefits as a regular income through an investment fund from which retirement benefits payments are drawn.
Annuity
An annuity is a plan that helps you to get a regular payment for life after making a lump sum investment
Individual retirement plans
An individual retirement account (IRA) allows you to save money for retirement in a tax-advantaged way.
Umbrella schemes
Umbrella schemes allow multiple, unrelated employers to participate in a single pension scheme. They are popular among organisations due to their cost-effective and “hands free” nature.
Segregated Fund and Guaranteed Fund
Guaranteed funds are offered by insurance companies where the insurance company guarantees a minimum rate of return. Segregated funds, on the other hand, are invested directly by the Fund Manager who is appointed by the Trustees to the scheme
Occupational Scheme
Occupational Pension Schemes are schemes whereby only members of staff of a ... either a personal scheme or the new employer's occupational schem
Pension Backed Mortgage
A pension-backed home loan (as per the Pension Funds Act 19 (5) (a) and 37D) is an alternative form of housing finance where the loan is secured by your retirement fund savings instead of a mortgage bond
Professional And Experienced Insurance Agency
Why Choose Our Firm
Excellent Track Record
This is a short description elaborating the reason that you have mentioned above. Tell them why you are good!
Transparent Fees
This is a short description elaborating the reason that you have mentioned above. Tell them why you are good!
Unparalleled Customer Service
This is a short description elaborating the reason that you have mentioned above. Tell them why you are good!
2000+
Client Consutations
93%
Successful Payments
40+
Professional Agents
20mlns
Recovered Cost
