Are you providing ADVICE and are you ACCREDITED to provide ADVICE as part of your profession?
Would you like to diversify your current INCOME STREAM(S)?
Want to enhance your CUSTOMER VALUE PROPOSITION with access to industry-leading RESOURCES?
You might be: An HR Practitioner, Attorney, Accountant, Estate Agent, Business Owner, or Trustee who has clients in need of advice that you need support providing.
At Old Mutual and in my practice, we offer innovative life insurance solutions addressing both protection and saving needs. Short Term Cover is offered through Old Mutual Insure, protecting car and household valuables. Growing the wealth of our customers is paramount to our cause, either through active (direct) asset management or by selecting funds for our clients to profit from. Reaching across market segments from individuals and SMME's to corporates and institutions, our targeted solutions add value to any portfolio.
By including financial planning in your CVP (Customer Value Proposition), you're giving your clients access to a wealth of specialized resources. Over 170 years of financial expertize can be found through Old Mutual: Transfer your advice risks to professionals who can handle it, offer further solutions to your business clients through investment diversification and business estate plans, and access additional resources with dedicated legal advisors, business assurance reports, retirement and investment planning, and trust audits.
Collaborate with me using the industry leading financial solutions we can provide through Old Mutual's range of services and your own. Contact me here, give me a call, or send me an email and I'll get in touch to discover how businesses across South Africa work with Old Mutual to further their income while giving their clients a comprehensive range of answers to their most pressing needs.