Page 3 - FIA Insight - Q3 - 2022
P. 3
C O N T E N T S
05 THOUGHTS FROM OUR CEO
14 SHOULD YOU SPECIALISE OR GENERALISE?
20 FROM FINANCIAL NEEDS ANALYSIS TO
DRAFTING A WILL
08 24 RETIREMENT INCOME PLANNING REIMAGINED
26 UNPACKING GOVERMENT'S TWO-POT
HOW TO REACH RETIREMENT SAVING SYSTEM
MILLENNIAL CLIENTS 34 GENUINE EMPATHY REQUIRES 24/7 EFFORT
Stay In The Spotlight In The
Attention Economy 36 BUILD GENERATIONAL WEALTH THROUGH
YOUR BROKERAGE
22
38 THE TRENDS SHAPING THE WORLD OF
INSURANCE
DO YOU GREET
CLIENTS BY THEIR 40 THE EXPONENTIAL UNDERWRITER AND THE
NAMES? ANALYTICS IMPERATIVE
Pay attention and reap the 44 THE ARRIVAL OF ESG IN THE INSURANCE
30 benefits INDUSTRY
46 THE MULTIVERSE OF YOU
LIVING A BRAVE 48
NEW LIFE NEVER STOP LEARNING
Are you ready to live in 54 WHERE TO GO IN THE FUTURE INSURANCE
interesting times? MARKETS
60 ENSURE VEHICLE OWNERS GET BEST VALUE
50 62 GEARING UP WITH HCV INSURANCE
WINNING CLIENTS 64 THE IMPACT OF GLOBAL INFLATION ON
ON SOCIAL MEDIA INSURANCE
How to really reach clients 66 RISING PETROL PRICES – KEEPING YOUR
56 online CLIENTS COVERED
69 HUSTLING AND HARD WORK
FIA INTERMEDIARY 72 FOSTERING BETTER CYBER HYGIENE
EXPERIENCE AWARDS
These are the financial product 74 SMART DASHCAMS ARE CHANGING FLEET
providers you can trust MANAGEMENT
76 TELEMATICS IN MINING
JOIN THE CONVERSATION
FIA Insight | 012 665 0085 | questions@fia.org.za | www.fia.org.za. Publisher | Financial Intermediaries Association of Southern Africa.
President: Butsi Tladi Editor | Ian McNaught Davis on behalf of the FIA | editor@fia.org.za. Design & Layout | The Five2Nine Collective | www.five2nine.co.za.
Subscription Rate | R119.80 inclusive of VAT per annum | P O Box 11901, Centurion 0046.
Disclaimer:
The views expressed in this magazine are not necessarily those of the FIA. Readers following any advice contained in the magazine, do so at their own risk.
The FIA does not endorse any product supplier or any advertiser’s product.
JOIN THE CONVERSATION 3 rd QUARTER 2022 FIA INSIGHT 3
