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Decoding Insurance: What is Credit Life?

25 November 2015 | General

The sheer number of insurance products on the market can be confusing and leave you wondering what exactly some of the products are about and whether you actually need them. One of these lesser-known insurance products is that of credit life. Metropolitan’s Cebisa Mfenyana talks through the ins and outs of credit life – what it is, if and when you need it, and what you should be aware of.

Robo-Advice: meeting the savings needs of young South Africans

24 November 2015 | General

Burdened by student debt, the spiralling cost of living and low wages, many recent university graduates and young people consider themselves lucky to be able to afford the new iPhone, let alone saving for retirement or a house. How can the industry help them to be more savvy? All is in the way the industry supports people with the right planning tools, in the right channel, for now and in the future.

Citadel responds to the Davis Tax Committee report on Estate Duty

24 November 2015 | Estates & Wills

Citadel recently responded to the call for comment on the First Interim Report on Estate Duty released by the David Tax Committee in July 2015. Here are some of the suggestions made.

You can protect yourself against financial risks associated with prostate cancer

23 November 2015 | General

With more than 4 300 South African men diagnosed with prostate cancer annually and an estimated five dying from the disease every day, it is imperative for men to not only get screenings for the disease to monitor their health, but also guard against the possible financial risks associated with this illness.

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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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