Life Insurance / Estates & Wills

Client legacy planning is good for business

The role of financial advisers in ensuring that their clients have an up-to-date will in place was under the spotlight this month, as FAnews teamed up with Sanlam Legacy to run a series of insightful articles on the latest Sanlam Legacy Wills Survey research report. Today’s newsletter consolidates these articles into the most comprehensive view of the South African wills landscape as you are likely to find online.

The Cost of Goodbye

Breaking down the barriers to will drafting

One of the biggest challenges in financial planning is getting people to draft their wills. Despite all the awareness we raise, and the trust clients say they have in their financial advisors, many still say they “will not” (or, at least, not yet!) when it comes to drafting their last will and testament. So, what would it take to change that?

As real-world costs rise, so do burial expenses: Standard Bank encourages you to reassess funeral cover