OUR JULY EDITION PACKS A PUNCH, WITH A LARGE NUMBER OF HIGHLY RELEVANT CONTRIBUTIONS
This month’s cover story is my interview with Izak Smit, Group CEO of PPS, where he shares his thoughts on innovations in the industry, the future of intermediaries and the mutuality of insurance. An insightful perspective on where we are in the financial advice space..
Our main feature presents a series of summaries of the various TechFest2023 talks and presentations. This year we hosted 24 speakers in nine sessions, spanning four months, where we unpacked the digitisation journey in all its stage, from the perspective of the fundamentals of successful insurance business..
Our second feature focused on high-net-worth advice, both in the short-term and long-term space. This quote by Clyde Parsons, chief innovations officer, BrightRock, explains quite appropriately some of the unintended consequences of trends in financial services:
“When it comes to financial planning for high net-worth individuals, the focus is often on wealth creation and protection through investment strategies. However, if your high net-worth clients have made building financial wealth a priority, they also need adequate risk protection to keep pace with their growing asset base and changing lifestyle. In this article, we outline some key points to take into consideration when meeting with your wealthy clients to assess their life insurance coverage”.
Selling has become stigmatised and adequate risk cover, which must be sold, became the victim. Read the feature and decide for yourself.
Enjoy the read.
Tony
View the flipbook version:
Great news for all Brokers!
WITH EVEN GREATER MUSCLE NOW,
RENASA WILL BE ABLE TO REACH A LOT MORE
BROKERS!
RENASA – THE BROKERS even better BEST FRIEND
Renasa Insurance Company Limited is an Authorised Financial Services Provider (FSP License 15491) and is licensed to conduct non-life insurance business (License No IN0140 )
#knowledgeshared
Financial Planning
- Insurance, a mutually beneficial service PPS, Group CEO, Izak Smit
- Future of accounting services Darren Isaacs – CEO and Founder of Makosi delves into the impact innovation has on the changing audit and advisory space.
- How private investors can access offshore equity and commodity markets safely
Braam Bredenkamp, Financial advisor at Grayswan - Meeting your clients’ needs today while safeguarding their future insurability
Clyde Parsons, BrightRock - New survey reveals almost 80% of Brits believe the retirement age should be LOWERED
Investing Reviews - Take advantage of a cycle now favourable to debt rather than equity
Dino Zuccollo, head of product development and distribution at Westbrooke Alternative Asset Management
#knowledgeshared
Wealth planning & FP for High net worth
- Risk protection is as important as your client’s investment portfolio
Clyde Parsons, chief innovations officer, BrightRock - Shifting mindsets and redefining High Net Worth client Jean Minnaar, Managing Director of Private Clients by Old Mutual Wealth
- All things endowment
Farzana Botha, Segment Solutions Manager at Sanlam Savings Risk & Savings - High-net-worth individuals value advice that looks beyond local shores
Zandile Makhoba, Liberty Lead Specialist: Insights Development and Brandon Naidoo, Liberty Lead Specialist: Investment Proposition - Looking at the high-net-worth sector in South Africa
Florbela Yates, head of Equilibrium
#knowledgeshared
High Net Worth Insurance
- Insurance for high net worth individuals
Gail Bosch, ArtInsure Product Head - Insuring the wealthy Tarina Vlok, MD: Elite Risk, a subsidiary of Old Mutual Insure, on Short-term Insurance for the High-Net-Worth Sector
- A Journey Through Trends, Challenges, and Innovations
Christelle Colman, Founder and CEO of Ami Underwriting Managers - Personalised cover for the affluent segment
Karen Muuren, Head: Segment Solutions at Santam - Gearing up for the long road
Karen Rimmer, Head of Distribution at PSG Insure
#knowledgeshared
Short- Term
- Agri Insurance outlook ripens
Kobus Stapelberg, the National Head of Agri at King Price, perfectly sets out the Agri insurance landscape. - What if there was a shortcut through the Arctic? Swiss Re identifies new emerging risks Patrick Raaflaub, Swiss Re’s Group Chief Risk Officer
- Proactivity and preparedness key to prepare for possible grid failure
Karen Rimmer, Head: Distribution of PSG Insure - The 8th edition of the African Insurance Awards
African Reinsurance Corporation (Africa Re) - Collaborate to mitigate risk
Herman Scheepers, General Manager Risk & Technology at Renasa
#knowledgeshared
Technology
- TechFest2023 – Meet JMR
JMR CEO, Dane Richards - Ransomware, loadshedding make healthcare incident response planning a matter of life or death Veronica Schmitt, co-founder of the DFIRLABS
- Great expectations – The Customer Journey
Tavio Roxo, CEO of OWLS™ Software - 10 Questions to ask a software provider
Gavin Peters, VP of Marketing at Genasys Technologies - The power of moments in insurance
Wimpie van der Merwe, CEO, Global Choices - The AI Genie is out of the Lamp
Alan Burger, CEO, Infoslips - Democratization of Social Intelligence
Tony Van Niekerk, Editor-in-chief, COVER - Rethinking Intellectual Property in a Digital World Zamani Ngidi, TMT Champion & Cyber Solutions Senior Client Manager at Aon South Africa
- Running up that hill
Sapiens
#knowledgeshared
TechFest feature
- COVER TechFest2023
- The fundamentals of successful insurance business
Izak Smit, the Group CEO of PPS, delivered the opening keynote speech at COVER’s TechFest2023 - Transforming Insurance Through Technology: The Power of AI, Modernisation, and Balancing Transformation
- The Need for Integration and Collaboration in the Financial Advice Industry
- Digital strategies in a data-rich industry
- Reinventing the wheel
- The Power of Data: Unlocking Insights for Business Success
- Empowering Intermediaries: Automating Insurance Business Workflows
- Speed to market and its importance in the insurance industry
- AI in the financial services industry
