Life Insurance

More to life cover than just death

Trusts and wills should have a seat at the middle market table

There are two myths that you must dispel when advising your middle market clients on their holistic estate and financial planning needs. The first, which is taken as gospel by an alarming number of South African households, is that people must be asset rich before bothering with a Will … because nothing could be further from the truth. And the second is that trusts, which you know and understand as a valuable estate planning mechanism, are strictly the reserve of the wealthy.

What money habits do you want to pass on to your kids?

When we think about our legacy, it usually involves things like building a solid career, raising well-adjusted children and passing on cherished family traditions.

FISA makes an urgent plea to the banks to focus on bank accounts of clients who have passed away