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CFP® professionals lead the pack in Sanlam’s top 100 professionals

10 December 2015

Sanlam recently conducted research designed to evaluate the value of the CFP® designation among the company’s top performing CFP® professionals. The study had a qualitative and quantitative research component. The qualitative research included in depth interviews with the top performing CFP® professionals within the company who shared their views on the impact that the designation has had on their careers. The quantitative segment analysed data to ascertain productivity among CFP® professionals pre and post certification completion.

Are South Africans ready to pay for financial advice?

20 November 2015

• “Expect a major shake-up in the SA retail investment market.” • “Advisors will have to negotiate a fee for their advice with customers.” • “Industry’s attempt to increase disclosure have failed.”

Creating transparency within the broker channel for more effective risk assessment

19 November 2015

Insurance brokers are a traditional part of the channel for the sale of short-term and life insurance products to customers. Typically, their financial advisors develop relationships with consumers and assist them with managing their insurance requirements. However, brokerages as a whole tend to manage a book of premiums and claims against those premiums at an aggregated level. This means that they act as an intermediary between the customer and the insurer or underwriter and often, the underwriter has little to no access to the individual details of those covered by the policies. This lack of visibility makes it difficult for underwriters to accurately assess risk around each customer, with the result that premiums cannot be tailored to the individual. Creating visibility within the broker channel by driving brokers to submit claims data to a centralised database is key to helping insurers manage risk to enable them to deliver more tailored and more cost effective services to a broader general market.

MiWay’s innovative portfolio now available to brokers

16 November 2015

It is of utmost importance to be technologically innovative when it comes to the demanding world of the short-term insurance broker. With the extension of its insurance solutions to brokers, MiWay Insurance is providing access to perhaps the most innovative portfolio available in the market today and allowing intermediaries around the country to broaden service offerings to customers.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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