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Camargue-sponsored Conference February 2021

12 January 2021 Financial Skills

We are delighted to announce the next Camargue-sponsored conference which will take place via Zoom on Friday the 12th of February 2021 from 9:00 to 12:00.

With all the concerns raised by COVID and with changes occurring in our industry, a theme of ”Brave New World for Retirement” has been set, and we have some very exciting topics and speakers addressing the theme.

Click here for the invitation...

Please click on here to register your attendance.

Quick Polls

QUESTION

How to give affordable and appropriate financial advice to the low income market segment. There is little room on a R50 pm policy for advisers to be remunerated for the time it would it would take to educate & fulfil admin function. What is the solution?

ANSWER

[a] Eliminate non-advice sales / telesales
[b] Implement industry standards for non-advice information
[c] Introduce an insurer-funded pro-bono advice network to low income earners
[d] Reinforce the Policyholder Protection Rules
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FAnews November 2020 Get the latest issue of FAnews

This month's headlines

Customer experience in the ‘now’ generation
Is our industry a tainted industry?
How to keep brokers out of the firing line
Getting to grips with contractual versus delictual liability
International trusts and tax consequences
The COVID-19 pandemic and medical schemes
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