Intermediaries / Brokers / General

Blending solutions to create an ideal outcome

As with any long-term relationship, knowing your client’s lifestyle, values and unique needs, is key to designing a post-retirement portfolio that enables them to retire with confidence. There really is no one-size-fits-all solution when it comes to pre- and post-retirement planning.

Momentum Financial Planning goes all in on new channel strategy

With COVID-19 having catalysed change across all facets of business, Momentum Financial Planning (MFP) has embarked on a strategy that will see it move towards a new national channel-led structure.

Simply’s online broker sales on online platform surge during COVID pandemic

Brokers could turn to agriculture for growth

South Africa’s agriculture sector could prove to be a lucrative hunting ground for local risk managers, non-life insurance brokers and insurance technology partners. Farming is beset by challenges; but also presents countless opportunities as a shrinking band of commercial farming units leverage innovation and technology to contribute more and more to South Africa’s GDP and food security. Agriculture tipped the scales at almost 3% of the country’s 2020 GDP, growing to 18% when downstream industries linked to agriculture are factored in. Overall, the sector employs around 885000 people and contributes approximately 10% to our all-important export basket.