O’Keeffe & Swartz BPO are business process outsource specialists.
We focus on:
Fulfilment and maintenance of policies,
Policy premium collection,
Debit order processing,
Inbound customer services and;
Data analysis and database nurturing
to ... More Details »
Our focus is on the insurance market, specifically insurers, brokerages and UMAs, to which we offer bespoke lending, investment and management services through the distinct pillars of our business: Fulcrum Capital and Fulcrum Delta.
Fulcrum Capital is licence-independent, offering specialist ... More Details »
Universal life with-profit policies are very similar in principle to their reversionary bonus counterparts, but there are significant differences in the way bonuses are added. The benefit on death or maturity is the greater of the sum insured or the investment account. For some policies the sum insured remains constant until the investment account, which is growing in line with declared bonuses, exceeds the sum insured (referred to as the "break-out" ...