By: Nirdev Desai, Head of Sales, PSG Wealth It was Albert Einstein who called compound interest the ‘eighth wonder of the world,’ saying that ‘he who understands it, earns it. He who doesn’t …
Are your clients thinking of letting their life insurance lapse?
Here are 3 things you need to inform them of: By: Yaaseen Albertyn, Executive Head of Business and Client Solutions at Metropolitan Meet Nazeen. Nazeen, affectionately called “Naz” by her …
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When undo is not an option
It is important to bear in mind that insurance requirements should be up to date and comply with the key insurance terms and conditions. Always remember that it could be too late to change what went …
How you can personalise your advice for retirement planning
By Fareeya Adam, head of annuities at Momentum Wealth As people approach retirement, they are often confronted with a critical decision: how to use their accumulated retirement money to secure a …
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The Future of Insurance: Overcoming our AI Anxiety for Opportunity
By Oswald Kuyler, Head of Short-Term Insurance at Consult by Momentum Ask any financial adviser (FA) what they love most about their jobs, and nine times out of ten it will be some variation of, “I …
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In a changing world, long live advice!
By Sean Hanlon, executive director of sales and distribution, BrightRock The more things change, the more they stay the same. For the financial advice profession, this old adage may at first …
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