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The right moves

01 November 2016

What is the correct way of moving a book of business? Are you complying with the requirements of the Financial Services Board (FSB). This is the first article of three that investigates this issue, so be sure to read part two and three in February and April respectively.

Is the insurance industry really listening to Mrs Mkhize?

01 November 2016

I am a marketing and communications specialist in the life insurance business. You would assume, then, that my team and I are the people who talk to customers – and potential customers.

First impressions : connect to your clients brain

01 November 2016

Humans are emotional beings and we are particularly sensitive to others, consciously and subconsciously, internalising and subjectively interpreting what we see and hear. What someone does or says can have a great influence on the relationship. Your clients may make decisions about you and not even know why, it is just a ‘feeling’ that they get.

How to choose the best beneficiary fund

03 October 2016

A lot of consideration needs to go into the process of choosing a beneficiary fund when retirement funds invest monies left to minor children.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Cherry pick your way to success

03 October 2016

Plain sailing for a new helmsman

03 October 2016

Approaching the summit with courage

03 October 2016

A retirement investment with a return guarantee? That’s bold

03 October 2016

Who really owns the client?

03 October 2016

Tweet and remain relevant

03 October 2016

Client expectations: an expedition to the summit

03 October 2016

What do financial advisers really do?

03 October 2016

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Magazine Archives FAnews & FAnuus / Features / Profiles

The right moves

Is the insurance industry really listening to Mrs Mkhize?

First impressions : connect to your clients brain

How to choose the best beneficiary fund

Cherry pick your way to success

Plain sailing for a new helmsman

Approaching the summit with courage

A retirement investment with a return guarantee? That’s bold

Who really owns the client?

Tweet and remain relevant

Client expectations: an expedition to the summit

What do financial advisers really do?