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Intermediaries / Brokers

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Talking about bread and butter issues

Talking about bread and butter issues

16 March 2017 | General

Clients are the bread and butter of any business. Large corporations spend copious amounts of money every year on campaigns to study their clients in order to gain insight into their thinking.

Make sure your heavy haulage clients have proper cover

Make sure your heavy haulage clients have proper cover

15 March 2017 | General

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

Strong growth for SA professional financial planning industry

13 March 2017 | General

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

Reasons why using a broker is your best financial bet

15 February 2017 | General

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.

quick poll
Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer
Improve customer retention through better engagement

Improve customer retention through better engagement

07 February 2017 | General
Introducing the client of the future

Introducing the client of the future

02 February 2017 | General
Trends affecting wealthy individuals in 2017

Trends affecting wealthy individuals in 2017

24 January 2017 | General
How can we question the value of insurance?

How can we question the value of insurance?

21 November 2016 | General
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