Genuine empathy requires 24/7 effort

Some may think of empathy as a soft skill or often confuse it with sympathy, kindness or pity. However, empathy is a hard business skill and a critical component of […]
Unpacking government’s proposal of a two-pot retirement saving system

The Covid-19 pandemic and resulting lockdowns saw many South Africans accessing their retirement savings as a cash withdrawal on leaving their employer due to resignation, dismissal or retrenchment, rather than […]
How to reach millennial clients

Recent research from McKinsey shows that as digitisation increases, it’s becoming more and more difficult for almost all industries to gain a consumer’s limited attention. The most crucial consumer is […]
Santam cautions Gauteng and KZN residents to take necessary precautions in anticipation of summer hailstorm season

Santam, South Africa’s largest general insurer, has advised residents in the hailstorm ‘hot spots’ of Gauteng and KwaZulu-Natal to take the necessary precautions and exercise extreme vigilance in anticipation of […]
Retirement income planning reimagined

For many people, the biggest financial decision they face when they retire is how best to use their accumulated retirement savings from approved retirement funds to provide them with a […]
Do you greet your clients by their names?

Do you resolve client queries within 60 minutes, answer most clients within 20 seconds, and ensure that your client service score remains closer to 10 out of 10 than 5 […]
From financial needs analysis to drafting a will

As a financial adviser, your advice process starts with the financial needs analysis or FNA, and it ends with estate planning and a will. The FNA determines at which stage […]
Liberty enhances education benefit to meet changing education landscape

Insurer Liberty has enhanced its EduCator benefit on its flagship Lifestyle Protector product to meet the evolving needs of children, from early childhood to higher education. The extensive range of […]
Hollard’s Pierre Geyer takes over critical broker interface

When an insurer’s business model is founded upon intermediation – its policies are sold through brokers – then its relationships with its brokers are pivotal to its success, and to […]
Start using telematics in your insurance business

“Many insurers in South Africa still don’t fully understand how telematics can be implemented,” explains Phila Maboa, Senior Manager for Insurance Channels at Netstar, a subsidiary of Altron. Telematics can […]