Explore the Category

Using a will to cement long-term client relationships

07 March 2018 | Estates & Wills

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.

Investment myths fuel low savings in South Africa

28 February 2018 | General

Only 12% of metro working households in South Africa make use of an investment policy, and savings levels of working South Africans remain dangerously low at 15%*.

5 technological advances that are (re)shaping life insurance as we know it

23 February 2018 | General

The South African life insurance industry is seen as one of the most innovative life cover sectors in the world i. There are major technological developments on the international front that offer our industry the opportunity to cement its global status and to match individual needs. Some of these innovations are already driving change in the local industry, while the arrival of others is imminent. Schalk Malan, CEO of BrightRock, looks at five of the major developments that are set to change the industry as we know it.