Life Insurance

Shedding light on industry myths

Make sure your children are taken care off should you suffer a serious illness of injury

We are living in a tough economic climate – the South African economy and the global economy are not at their best. This makes it even more important to make your money go far. Your clients’ most valuable asset is their ability to earn an income so they can secure they and their families’ future. Protecting that asset becomes even more essential during tough times.

Endowments often overlooked

Decreases in cost and increases in transparency and choice regarding underlying investment options make endowments a viable option to consider for tax-efficient discretionary (non-retirement funding) savings.

Using a will to cement long-term client relationships

Drafting and advising someone on a will not only has the potential to protect precious family relationships and save money, but can vest a critical advice relationship between an intermediary and a client. David Thompson, Legal Adviser at Sanlam Trust, says there are few client interactions as profound in gaining personal information about a client as the drafting of a will, and herein lies the opportunity.