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.
View the flipbook version:
Great news for all Brokers!
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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 )