Explore the Category

Critical illness, death have no respect for age

10 June 2024 | General

In 2023, one of South Africa’s leading life insurers paid out R28.85 million in claims every working day. It is a marketing headline, dear reader, and a bit of an attention grabber; but it illustrates the value that life insurance plays in you and your client’s lives. The message is clear: without this important cover, your clients and their families would be left facing serious financial hardships in addition to dealing with disease and / or loss.

Proper beneficiary nomination remains crucial to easing the claims process

30 May 2024 | General

An important aspect of effective financial planning is ensuring that one's loved ones are taken care of in the event of unexpected circumstances.

Repo brings no relief but don't cancel your cover

28 May 2024 | General

As the cost of living continues to soar, many South Africans are struggling under the financial pressure of rising inflation.

Fixing lengthy delays on deceased estates

23 May 2024 | Estates & Wills

Losing a loved one is hard. It’s even more difficult to deal with such a loss in the face of long and complicated estate administration processes. It can become emotionally and financially taxing.

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

View the Results