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Where there’s a Will, there’s a way

10 June 2020 | Estates & Wills

We live in uncertain times and the events of late are proof of this. Not only are these events uncertain but the timing of them is equally uncertain.

No-test life insurance offers easy life cover options during lockdown

08 June 2020 | General

Getting life insurance the traditional way can be a bit of a pain – literally and figuratively. Long, drawn-out questionnaires, lots of paperwork and formalities, days, if not weeks, of processing and of course, blood samples and medical examinations! In today’s age of lockdowns and social distancing, that’s simply not an option.

7 additional costs your family will have to pay after the funeral

02 June 2020 | Funeral Cover

Many South Africans have some plan in place to help cover the costs of the funeral should a loved one pass away. But there are many more costs related to death that you should plan for, writes CEO of Capital Legacy, Alex Simeonides.

Lockdown proves a useful predictor for insurance distribution

02 June 2020 | General

The national lockdowns imposed on many countries has presented global insurers with an unexpected opportunity to gauge consumer appetite for a range of digital processes. Early experiences suggest that consumers are further along the digital acceptance curve than insurers imagined. Some good news for South Africa’s financial advisers and insurance brokers is that human interaction remains an integral component of technology-backed distribution methodologies. We are fast migrating to an environment where human touch serves as a differentiator that overlays the wholesale process automation enabled by digitalisation.

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

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