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The family is the central unit of South African life. We wake up every day and work hard to love them and to provide for them. But are your clients looking after their own needs? Because in looking after their needs, they are doing right by their families.
Technology moves quickly and it is the biggest challenge facing brokers these days with younger people starting to look for financial solutions.
The Retail Distribution Review (RDR) proposals released in November 2014, as well as the Phase I update released a year later details the immediate regulatory landscape facing insurance brokers.
The role of the adviser when advising SMEs on retirement planning is very clear - it is their responsibility to empower employees of these companies to build and protect lifetime wealth through the provision of properadvice.
If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?