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The changing landscape in life insurance presents an opportunity for SA’s long term insurers

17 March 2023 | General

The rapid adoption of technology has disrupted traditional business models, with many institutions forced to digitise faster than anticipated. The COVID-19 pandemic also played a key role in accelerating the adoption of technology over face-to-face interaction.

Three things to consider when you review your insurance policy this year

01 March 2023 | General

The start of the year is the perfect time for people to update their insurance policies, particularly when they have made changes to their lifestyles.

It’s vital your clients are insured as young as possible. Here’s why.

28 February 2023 | General

Most South Africans only start thinking about life insurance when they start their working lives. That could be a costly mistake. As students across the country start heading back to university, it’s more important than ever that their ability to earn an income in the future is protected.

No wealth tax, but trustees beware

27 February 2023 | Estates & Wills

Despite speculations that Government has revived plans to introduce a wealth tax, SARS’ focus has instead shifted to compliance of wealthy taxpayers with complex financial structures as well as trusts.

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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