Do you really know your partner for life?
John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
The pinnacle of wealth curatorship
True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
The hype around investing offshore is back at the euphoric levels...
Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received, allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder funds, says Sheldon Holdsworth, Old Mutual International, Regional Offshore Specialist.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Latest claims statistics: a reality check for men
Statistics South Africa (StatsSA) confirm that women live considerably longer than men, on average.¹ The general consensus is that the combination of men’s lifestyle...
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If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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