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Life Insurance

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Revolutionising insurance: the power of digitisation

Revolutionising insurance: the power of digitisation

02 July 2024 | General

Digital transformation has dramatically changed the way people transact in everyday life, whether to do shopping, book accommodation, or to communicate.

100% offshore living annuities: what are the risks and benefits?

100% offshore living annuities: what are the risks and benefits?

27 June 2024 | General

There is a widespread misconception among people using the living annuity products offered by South African investment houses, relating to how much of their portfolio they can hold offshore. More specifically, many believe they can hold no more than 45% of a portfolio offshore.

Capitec launches Life Cover to bridge South Africa’s insurance gap

Capitec launches Life Cover to bridge South Africa’s insurance gap

25 June 2024 | General
Advisers, planners should know their worth

Advisers, planners should know their worth

24 June 2024 | General

The day-to-day compliance and operational challenges that modern financial advice practices have to overcome can make it difficult for financial advisers and financial planners to appreciate their true worth. Worth is defined by Oxford Languages as ‘the level at which someone or something deserves to be valued or rated’. Many make the mistake of aligning worth with remuneration; but in the financial advice context, it makes more sense to think of your worth in terms of the value you add to society through the activity of financial advising.

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

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Assessing the impact: A year since the revisions of the Trust Property Control Act

Assessing the impact: A year since the revisions of the Trust Property Control Act

21 June 2024 | Estates & Wills
Are you covered for a rising age and declining health?

Are you covered for a rising age and declining health?

20 June 2024 | General
The psychology of unpacking life insurance for millennials vs. Gen Z – all you need to know

The psychology of unpacking life insurance for millennials vs. Gen Z – all you need to know

20 June 2024 | General
Protecting financial dreams: Momentum Life Insurance’s 2023 claim statistics

Protecting financial dreams: Momentum Life Insurance’s 2023 claim statistics

14 June 2024 | General
More young people seeing the benefits of investing in funeral cover

More young people seeing the benefits of investing in funeral cover

13 June 2024 | General
Are you really protected? What you need to know to make sure insurance pays when you need it most

Are you really protected? What you need to know to make sure insurance pays when you need it most

12 June 2024 | General
Offshoring, reduced drawdowns, and reduced fees: How to maximise the longevity of your living annuity

Offshoring, reduced drawdowns, and reduced fees: How to maximise the longevity of your living annuity

12 June 2024 | General
Sanlam’s claims stats reveal fascinating trends for women and youth

Sanlam’s claims stats reveal fascinating trends for women and youth

10 June 2024 | General