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On board

07 September 2004 Angelo Coppola

Short term Mutual & Federal has appointed Bob Head, group HR and strategy director of Old Mutual plc, to its board, effective 1 September 2004.

Head had until recently been working on a seven-month secondment to Nedcor as acting chief financial officer.

Quick Polls

QUESTION

The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

ANSWER

Discuss necessary portfolio realignments
Remind clients to update policy information
Review and refresh clients’ financial goals
Suggest a household budget review
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