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Life and disability sales carry diversified insurer to a record half-year

06 August 2012 | General

The gloomy domestic economic outlook does not preclude insurance intermediaries from writing new business. Liberty Holdings – one of the country’s leading diversified financial services providers – reported a record first-half sales performance at its Ret

Those winning gold not always assured of a golden future

02 August 2012 | General

With the Olympic Games in full swing, many of us will look on with envy at the glamorous lives that the world’s top athletes and sport stars appear to lead. And while many of them do indeed amass fame and fortune during their careers, a significant number

Do women really need a unique financial plan?

25 July 2012 | General

Do women really need a unique financial plan? The bottom line is that everyone needs a unique financial plan. Whether you are a spender or a saver, in order to own your financial freedom you need a unique financial plan that takes into account your unique

Research finds majority of single mothers face retirement vacuum

23 July 2012 | General

Many working South African women, including 53% of single mothers, have no provision for their retirement and are at risk of being financially deprived when they stop working, stated Ms Shirley Koaho, Old Mutual’s General Manager for Marketing.

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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