Your competitive advantage with 1Life Vantage
Taking out an insurance policy doesn’t have to be a lengthy process involving multiple meetings. With Vantage, policies can be accepted and active in 40 minutes.
Taking out an insurance policy doesn’t have to be a lengthy process involving multiple meetings. With Vantage, policies can be accepted and active in 40 minutes.
As well as helping your clients draft their wills, you can work with them and their families to plan for the practicalities of death and preserving family wealth.
Life cover isn’t always a priority in the budget. Finding ways to free up funds and make life cover affordable means your clients can have the protection they need.
Happy women’s month! This August we take a detailed look at why women need to save more for retirement – and how you can help them do so!
Your business’s Facebook page is a great way to connect and interact with clients – if you do it right! Here’s how to set up your Facebook page and make it work.
Is your brokerage ready for 2025? We share the trends you need to focus on and prepare for, to future-proof your business.
In the age of spam and identity theft, protecting personal information is a must – and a legal requirement. Follow our POPIA checklist to make sure you comply.
What irritates you most in your practice? Is it the time taken up with admin matters that leaves less time for getting to know your client and advising them?
1Plan is a revolutionary financial needs analysis that asks just five questions and calculates affordability on top of life stage modelling. Here’s how it works.