Financial Planning

The quest for professionalism???

Professionalism is not just about passing exams, even though this is important. It is a declaration to the public at large that the advice given by a financial planner is of the highest quality, is…
Financial Planning

Providing more value

I am not sure that Financial Planning has become a profession yet, but we are certainly on our way there. Part of being a profession is to believe and act as if we are in…
Financial Planning

The office of the Long-term Ombudsman

Sekunjalo Life Assurance Company Limited (Sekunjalo Life) is the underwriter of a funeral Fund marketed and administered by a company that trades under the name Bonlife. The complainant applied for and was granted funeral cover…
Financial Planning

Insuring the Silver market

Underwriting insights for brokers on insuring older age applicants   Life expectancy of individuals is on the up and, with continuing mortality developments, many people are living longer, healthier lives.  This, in turn, has spurred…