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The underserved market: a world of opportunities

01 August 2014

Ever considered providing financial advice to customers employed in the public sector? In a report titled: The Indebtedness of Public Servants dated November 2007, Prof. S.S Sangweni states that, “good financial management skills and ability, coupled with financial discipline and planning, are crucial competencies for public servants.”

Life cover: an income-based solution makes sense

01 August 2014

In a heavily constricted market, an increasingly innovative approach to product development is seeing some insurers reaching out to previously under-served consumers. In addition, in a market where consumers are monitoring their spending habits more closely than ever, every cent counts.

The discretionary living trust… the right tool at the right time

01 August 2014

The discretionary living trust continues to fulfill an important role, both in estate planning and as a business structuring tool. As with every other part of the financial planning process, suitability of the product for the particular client is always a pertinent issue.

Effective client engagement

01 August 2014

Effective risk assessment is essential in order to provide the appropriate investment advice to clients. It also gives intermediaries a powerful tool for better client engagement, says Danelle van Heerde, Head of Advice Processes and Tools at Sanlam.

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

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Non-disclosure: the main culprit of repudiated claims

02 June 2014

Helping your clients quit the killer

02 June 2014

Bridging the life insurance deficit gap

02 June 2014

Genetic testing and underwriting – taking it to the next level

02 June 2014

Suicide is playing Russian roulette with the life industry

02 June 2014

To churn or not to churn

02 June 2014

Lump sum life cover: increasing beneficiary risks?

01 April 2014

Beneficiary nomination forms: A bitter pill to swallow

03 February 2014

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Magazine Archives FAnews & FAnuus / Life

The underserved market: a world of opportunities

Life cover: an income-based solution makes sense

The discretionary living trust… the right tool at the right time

Effective client engagement

Non-disclosure: the main culprit of repudiated claims

Helping your clients quit the killer

Bridging the life insurance deficit gap

Genetic testing and underwriting – taking it to the next level

Suicide is playing Russian roulette with the life industry

To churn or not to churn

Lump sum life cover: increasing beneficiary risks?

Beneficiary nomination forms: A bitter pill to swallow