1Plan – the FNA that matches needs with affordability and life stage
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.
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.
We asked Eben Steyn, Head of Compliance at 1Life to clarify and unpack the latest retirement reform changes to provident and provident preservation funds
Learn more about 1Life Prepaid Funeral Cover and how brokers can use it to diversify their business and earn commission. Don’t miss out on this exciting opportunity.
With Vantage, 1Life’s financial adviser app, you can advise a client, complete the 1Plan FNA and sell insurance and investment products from application to acceptance.