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Life Insurance

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Four issues to consider when opening a tax-rree savings account, says Standard Bank

Four issues to consider when opening a tax-rree savings account, says Standard Bank

21 May 2018 | General

Tax-free savings accounts are ideal tools for long term investment strategies, but a huge amount of education is needed to ensure that customers use the products in the most effective manner and avoid becoming victims of the law of unintended consequences, says Standard Bank.

Your clients’ income today pays for their plans tomorrow

Your clients’ income today pays for their plans tomorrow

21 May 2018 | General

Your clients have dreams for the future… whether it’s that once in a lifetime holiday or planning for their retirement, they want the comfort, security and independence that comes from knowing they are adequately providing for themselves and their spouse. To ensure their dreams become a reality, they need a carefully structured investment plan.

Planning a wedding

Planning a wedding

18 May 2018 | General

The biggest anticipated wedding of the year is finally upon us – Saturday, 19 May – where Prince Harry will be tying the knot and saying ‘I do’, to former Suits star Meghan Markle. If you’re planning to walk down the aisle anytime soon or involved in an upcoming wedding planning process - maybe having a Saturday in on May 19 and watching the royal wedding take place will inspire you to plan and think ahead for your big day.

Have you practiced dying? Why estate planning is fundamental

Have you practiced dying? Why estate planning is fundamental

03 May 2018 | Estates & Wills

Have you considered what will happen if you met your demise on the way home from work this evening?

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If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

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Tax-free saving : Everything you need to know

Tax-free saving : Everything you need to know

26 April 2018 | General
Sanlam paid out 99% of death claims in 2017

Sanlam paid out 99% of death claims in 2017

25 April 2018 | General
Claims grow again

Claims grow again

25 April 2018 | General
Building a robust estate plan

Building a robust estate plan

23 April 2018 | Estates & Wills
Where there’s no will there’s little way

Where there’s no will there’s little way

06 April 2018 | Estates & Wills
Breaking up is hard to do – 10 considerations when getting divorced

Breaking up is hard to do – 10 considerations when getting divorced

29 March 2018 | General
Invest offshore to finance your childrens international qualification

Invest offshore to finance your childrens international qualification

27 March 2018 | General
Goals for financial fitness

Goals for financial fitness

27 March 2018 | General