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Momentum announces their 2014 claim statistics

03 March 2015 | Dread Disease and/or Disability / Critical Ilness

Over the last 13 years more than R130 billion was paid to clients as a result of life-changing events like death, disability and critical illness. This amount was calculated by considering the claims statistics for individual life policies of the largest life insurers in South Africa. It is important to recognise that the overwhelming majority of this cover was put in place by financial advisers as part of a comprehensive financial plan.

New online tool lets you calculate the cost of your funeral

24 February 2015 | Funeral Cover

Metropolitan launches free calculator to give South Africans an understanding of real funeral costs.

Trusting your trust

23 February 2015 | General

Sham trusts are again occupying centre stage in the courts, and correctly so, says Amy Dedekind.

Is life cover really for life?

23 February 2015 | General

The inefficient structure of existing life insurance products impact value and sustainability of cover for clients. BrightRock’s needs-matched life insurance addresses these shortcomings by pricing cover correctly for the term and trajectory required.

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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