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Life Insurance

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Protect your heir’s interests with a testamentary trust

Protect your heir’s interests with a testamentary trust

14 June 2017 | Estates & Wills

A paragraph or two in your will is not always enough to ensure your wishes are fulfilled after you’ve died. To protect the inheritance and financial wellbeing of your child or spouse, you might need to consider a testamentary trust.

Mind the gap! If you became disabled, would your financial security be impacted?

Mind the gap! If you became disabled, would your financial security be impacted?

Writer, strategist and runner, Lisa James* appeared to have it all. A go-getting mother of two, in her mid-40s, she prided herself on her healthy lifestyle and, on top of a carefully planned mix of life insurance, income protection and investments, she had a decent rainy day nest egg. So hitting rock bottom was the last thing she expected.

The funeral industry helps to drive SMME development

The funeral industry helps to drive SMME development

25 May 2017 | Funeral Cover

Empowering small business owners remains fundamental to economic transformation and financial inclusion, and is thus a foremost priority in the partnership between Old Mutual and the South African Funeral Practitioners Association (SAFPA).

Non-disclosure of information leading cause of non-payment of claims

Non-disclosure of information leading cause of non-payment of claims

15 May 2017 | General

Most customers do not realise the importance of providing all required information to insurers at the onset of signing up for cover. What they don’t realise is that dishonesty and fraud result in significant costs to the industry which will ultimately be borne by other customers through higher premiums.

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Question

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

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The one thing many good moms neglect

The one thing many good moms neglect

11 May 2017 | General
How to save in currency and manage exchange rate volatility

How to save in currency and manage exchange rate volatility

08 May 2017 | General
Facing the same risks as claims take their toll

Facing the same risks as claims take their toll

25 April 2017 | Life Underwriting
When Life & Accidents happen

When Life & Accidents happen

21 April 2017 | General
Is it still a good idea to hold immovable property in a trust?

Is it still a good idea to hold immovable property in a trust?

18 April 2017 | Estates & Wills
Appreciating understated value

Appreciating understated value

13 April 2017 | General
The importance of financial planning for the sandwich generation

The importance of financial planning for the sandwich generation

12 April 2017 | General
Help clients to repay debt, while keeping up their savings

Help clients to repay debt, while keeping up their savings

12 April 2017 | General