Explore the Category
One thing that the pandemic has taught all of us over the last couple of years, is the fact that life can take unexpected turns at any time. Losing your job, falling seriously ill for lengthy periods or falling victim to an injury, are all eventualities that can happen - no matter how much you try to avoid it.
Many South Africans have probably withdrawn some or all of the savings they had pre-Covid-19, out of necessity to cope with steep monthly expenses.
Your will, often a very emotional document to prepare, is your roadmap specifically showing how you want your estate to be distributed after you die.
The importance of full disclosure at the inception of an insurance policy can never be overemphasized. Similarly, updating any changes over the lifetime of your policy with your insurer is just as important.
What can retirement funds do to improve client-adviser engagement during members’ employment years?