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What does heart disease mean for your insurance?

15 September 2015 | General

In the past, heart disease has mainly affected men and older people but current insurance claims trends show that this is no longer the case. Although the risk of heart disease is still higher for men, the risk for women is increasing.

Designing an effective will – Understand your estate, estate duty and taxes

09 September 2015 | Estates & Wills

There is sometimes confusion as to what will actually constitute your estate after your death, for the purposes of Estate Duty. How estate duty is calculated (and on what amount), and how quickly after your death must this tax be settled are questions that often cause uncertainty.

SA’s middleclass needs to realise the significance of funeral insurance

07 September 2015 | Funeral Cover

South Africa’s middle-income earners often overlook the need to take up funeral insurance and instead choose to only have comprehensive life cover, expecting it to settle the cost of their funeral.

Should I terminate my trust?

03 September 2015 | Estates & Wills

It is the time of year for annual trustee meetings and reviews. It is no surprise, in light of the Davis Tax Committee’s report, that every client I have met with to date has asked the question: “Should I keep my trust in place or terminate it and run a mile?”

quick poll

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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