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Intermediaries / Brokers

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Improve customer retention through better engagement

Improve customer retention through better engagement

07 February 2017 | General

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.

Introducing the client of the future

Introducing the client of the future

02 February 2017 | General

One of the fastest growing customer bases in emerging markets is the recently empowered emerging middle class. This group has a distinct identity and a clear vision of who they are and how they want the world to interact with them.

Trends affecting wealthy individuals in 2017

Trends affecting wealthy individuals in 2017

24 January 2017 | General

For many wealthy individuals and families the beginning of the year serves as an opportune time for personal introspection making it the ideal period to review financial goals and strategies for dealing with the challenges of growing and preserving wealth in a volatile economic climate.

How can we question the value of insurance?

How can we question the value of insurance?

21 November 2016 | General

While we are going through tough economic times, it surprises me that policyholders may be looking at insurance as a grudge purchase.

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Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

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Get the most value from your medical scheme

Get the most value from your medical scheme

16 November 2016 | General
Easing the burden: SA wealth managers and financial planners move to merger model

Easing the burden: SA wealth managers and financial planners move to merger model

04 November 2016 | General
What will insurance look like in the future?

What will insurance look like in the future?

31 October 2016 | General
Taking the hit and still making progress

Taking the hit and still making progress

18 October 2016 | General
Your client remains your first priority

Your client remains your first priority

17 October 2016 | General
What to consider when transferring a book of business

What to consider when transferring a book of business

11 October 2016 | General
Liberty pleased with implementation of effective annual cost measure

Liberty pleased with implementation of effective annual cost measure

10 October 2016 | General
Advising a woman: why a man’s plan won’t fit

Advising a woman: why a man’s plan won’t fit

10 October 2016 | General