Essential role of intermediaries in safeguarding against underinsurance
Effective communication and diligent advisory practices by intermediaries can shield clients from the consequences of underinsurance.
Best Practice
Final opportunity: access MBSE’s CPD courses instantly as cycle nears its end
MBSE will unveil its updated courses for the new CPD cycle on 1 June, giving a head start for those eager to avoid the last-minute rush.
Road hazard: unfit and unsafe vehicles slip through the cracks in the second-hand market
SAIA says the term ‘write-off’ can have various interpretations, and each insurer uses its own criteria to determine whether a vehicle is uneconomical to repair.
Make your mark: MBSE can help with last-minute CPD rush on 29 May
Moonstone Business School of Excellence’s CPD team will be available to assist clients with enquiries on Election Day.
Countdown to CPD deadline: MBSE has essential courses for FSPs and key individuals
Moonstone Business School of Excellence offers more than 80 courses with flexible e-learning options, so you can meet your CPD requirements easily.
Quality over quantity: growing your advisory firm without sacrificing client service
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
Two pots: resist the urge to access your RA savings unnecessarily
Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.
Last-minute CPD rush? Moonstone Business School of Excellence has the solution
MBSE’s CPD courses provide flexible e-learning opportunities that can be conveniently accessed and completed on various devices.
Deadline looms: MBSE’s CPD courses offer last-minute solutions for professionals
Moonstone Business School of Excellence’s CPD courses offer flexible e-learning options that can be completed on various devices, anytime and anywhere.
How can gap cover add value for my clients and how do I help them choose the right policy?
The difference between medical scheme cover and medical insurance – and where gap cover fits in.
Why business insurance must be reviewed and updated regularly
The financial fall-out from a policy that is not up to date only becomes clear when a claim is submitted, and it is repudiated or not paid out in full.
Education is key to improving your job prospects amid rising unemployment
Upskilling makes it more likely that you will land a job and advance your career. Here is what you should consider when choosing where to study online.
Why insurance should be factored into the cost of buying a car
Maxing out your budget on car repayments without considering the cost of insurance may result in an unexpected financial shortfall every month.
FSP top ups maturity value after Ombud finds investor was not properly advised
The complainant was aggrieved because he received R470 000 from the R700 000 put into an investment plan with income.
Global Money Week: promoting financial literacy with MBSE courses
Moonstone Business School of Excellence has three short courses that will improve your money management skills.
Ruling sheds light on SARS’s application of section 12B tax incentive
Binding Class Ruling 88 provides guidance on what qualifies as a ‘generation asset’ and how the allowance applies to limited partners investing in solar PV energy assets.
Income from influencer activities is taxable
A common misconception among influencers earning income from international sources is that payments from abroad are not subject to taxation in South Africa.
