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Make sure your heavy haulage clients have proper cover

15 March 2017

To borrow from Spiderman: with heavy haulage comes heavy responsibility. Anyone who has had their claim rejected in the past will tell you that it is accompanied with great disappointment. For this reason, we want to help you make sure your heavy haulage clients understand the terms, conditions and exclusions on their insurance policies. Here is a list of things to look out for to ensure your clients are not in breach of the conditions of their policies.

Strong growth for SA professional financial planning industry

13 March 2017

The number people to qualify as CERTIFIED FINANCIAL PLANNING® professionals continues to grow in South Africa and more and more women and black professionals are achieving this demanding designation.

Reasons why using a broker is your best financial bet

15 February 2017

As we are living in a digital age, more and more people believe that they can handle their personal finances with a DIY approach. There are so many online tools, calculators and comparative instruments that make it easy for consumers to see what short term insurance options are available on the market.

Improve customer retention through better engagement

07 February 2017

Despite the fact that there is so much information out there explaining the benefits of improving customer engagement, too often one still comes across a company lacking in their communications delivery. The reality of the situation is that by neglecting how your business engages with customers, you are losing clients, which means you’re losing profit.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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