Read the latest issue of Blue Chip, the quarterly journal for...
Issue 80 of Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), is hot off the press! Read the eBook here for insight from the FPI and leading industry figures, covering all aspects of the financial planning industry.
Staying in touch with your clients in a digital world
Even if you’re connecting digitally, the personal touch is always important for building long-lasting relationships with clients. Kobus Wentzel of 1Life Insurance provides some ideas for making your connections personal in a digital world.
Moving your business into a hybrid sales and advice environment –...
Kobus Wentzel, Executive Head at 1Life Distribution, describes the benefits of combining face-to-face with digital interventions to help us work more efficiently, but still remotely.
The importance of female dread disease cover and how you can...
Kobus Wentzel, Executive Head: 1Life Distribution, looks at how to protect the risks connected to your female client’s well-being.
Making funeral claims easier
Kobus Wentzel, Executive Head at 1Life Distribution, provides insight into results of human–technological collaboration in helping financial advisers to meet their clients' needs more efficiently.
Why the simple technology of a one-time pin can fast track...
Understanding how consumer needs have evolved after the second wave and how to generate fast and secure policy sales in the midst of social distancing
How to work safely in the midst of social distancing
Providing financial advisors with the tools to focus on the advice-giving process
Discovery Invest and the disruptive evolution of shared value
How a model for unlocking and sharing value in life insurance has created South Africa’s fastest-growing investment provider
Read the October edition of Blue Chip Journal online
The October edition of Blue Chip Journal, now available, contains a wealth of knowledge and insight for professionals in the financial planning industry
How lump sum benefits can protect your client’s income
Provide your clients with a cost-effective Life Cover Solution that removes inflation and investment risk, while taking care of beneficiaries’ specific needs, for as long as they require. Watch this short video to find out more
