The interview with Martiens Barnard and Franzo Friedrich from Momentum Investments delves into the complexities of retirement planning and the variety of products available. They discuss the popularity of retirement annuities, tax-free savings, and pension funds, emphasizing the need for personalized financial advice. The conversation also explores the shift towards guaranteed income products and the innovative combination of traditional and flexible solutions. The role of technology in aiding advisors and educating clients is highlighted, showcasing how digital tools can simplify complex concepts. Ultimately, the interview offers insights into evolving retirement products and the importance of informed decision-making.
iTOO Expert Broker of the Year Award Winner 2020 with Jane March Podcast
Social Media is a great tool in the right hands with Richard Hood
AON Wins iTOO Business at the Top, Party at the Bottom Award with Tony Webster Podcast
Econorisk win iToo Expert Brokerage of the Year 2020 with Matthew van den Heuvel
The the risks of IOT and Data with Hemant Harie
Fulcrum AirCollect™ the innovative premium collections solutions with Barry Scott
the complexities in reinsurance renewal negotiations and the value of professional reinsurance intermediary services with Cameron Cupido
Fedhealth's innovative new option regarding medical aid savings with Deon Lategan
Jocelyn Manda shares some thoughts on the upcoming Wills Week and opportunities for IFA's
the value of Sustainable Investment for a greater society with Nersan Naidoo
NAked pays out R250 000 in cash to six with Submarie Greybe
Professionalism in the Financial Planning Industry and the role of formal qualifications with Jackie Palframan
Almo Lubowski gives us a heads up on his upcoming Talk at the FPI Virtual Convention 2020
Warren Ingram gives a heads up on his upcoming presentation at the FPI Virtual Convention
Financial advice during lockdown and the future with Schalk Milan
Bonitas low contribution increases with Lee Callakoppen
Auto & General's new innovative approach to keep themselves accountable to broker service delivery with Ricardo Coetzee
The exciting world of financial advisor technology with Robyn Clay
SheSays Gender Representation Survey reveals fascinating results with Neo Masigo & Pride Maunatlala
challenges facing wealth managers at the moment & what it takes to be a professional wealth advisor with Dan Hugo
Create your
podcast in
minutes
It is Free
Pharmacy Podcast Network
Startitup podcasty
Børsen Morgenbriefing
Sarah Westall - Business Game Changers
Wall Street Breakfast