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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?

Tax-free saving : Everything you need to know

26 April 2018 | General

With the total tax burden of South Africans on the rise, it’s time to look more closely at those products that give you a much needed tax break. The first type of investment, the retirement annuity (RA), has been around for many years and most investors are familiar with this product. The second type of product, the tax-free savings account (TFSA), was only introduced in 2015, but is fast gaining popularity among retail investors – for obvious reasons.

Sanlam paid out 99% of death claims in 2017

25 April 2018 | General

In its 99th year of existence, Sanlam paid out more than 99% of all death claims received in 2017. The South African insurer which has dedicated its centenary year to a changing lives for generations to come paid out claims to the value of R3 622.7m in 2017. Out of this 82% was paid for life cover, 10% for income cover and 8% for trauma and injury cover.

Claims grow again

25 April 2018 | General

There is an English proverb which says that being forewarned is being forearmed. Having a wealth of information at your finger tips allows you to plan for the future to avoid repeating the actions that saw you in the position that they are currently in.

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Question

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

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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