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Help clients to repay debt, while keeping up their savings

12 April 2017

South Africans are drowning in debt. According to the National Credit Regulator, around 24 million of us have debt of some kind, and almost 10 million people have trouble repaying it. Given the struggle with high debt burdens, how can financial planners assist clients to repay their debt while still continuing to save money for the future?

Left behind

05 April 2017

Surviving the death of your business partner.

A tangible contribution to the financial wellness of their clients

05 April 2017

“Early pay-outs for lower severity levels of critical illnesses are featuring more prominently in our claim statistics over time.” This is according to George Kolbe, Head of Marketing for Life Insurance at Momentum.

The role of insurance underwriting

29 March 2017

The purpose of life insurance is to ensure that the policyholder has peace of mind in the event of an unfortunate incident that will lead to a claim. Underwriting is the risk assessment which takes place when someone applies for an insurance policy. While many people have heard of this term or gone through the process themselves, they might not fully understand why they have to undergo this type of assessment and how the information is used.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results