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B-Connect Volume 6

UNMASKING INSURANCE IN THE MONTHS TO COME

And by a click of a button, we have gone back in time to business activities that we knew very well; we are back to dealing like we did pre-covid, with more relaxed activity and fewer masks. When you look at the economy, it is slowly getting the move we require, and the job market has also picked up. There is still some uncertainty about how the Russia and Ukraine debacle will impact us; however, we see small positive steps after being beaten down to the knees. In today's newsletter, I want to touch on five topics that might assist you and your family restart your financial planning process.

Our agenda this month will touch on entry-level and affordable products that will assist you in this space until you have turned the financial leaf to upgrade to more substantial offerings. Here is how you can kick off your financial journey:

  • Last Will and Estate planning
  • Medical Aid and Health Insurance
  • Investing – Our new R100 option
  • Funeral Cover
  • BSQD Strategic Partnerships that save you money

Last Will and Estate Planning

Having a Will is one of the most important decisions you will make in life. It ensures that all your assets and funds accumulated through hard work are dealt with according to your wishes. Not having a will or an old and outdated will opens the door for leaving the decisions to others. Our practice has come across deceased persons who did not have a will where there were minor children that needed care who, unfortunately, never got any funds. All this because no specific executor was appointed to look after the interests of the minor children.

Having an old or outdated will can create chaos, especially when you divorce or inherit a substantial amount of assets. You need to ensure that your assets are protected. If one of your appointed heirs (someone that inherits from your estate) passes on before you, they can no longer inherit from your estate, and you need to ensure that your will is up to date.

Recommendation:

A will must be reviewed at least every two years to ensure that it is current and up to date should you pass away.Our practice renders this free service to the community to ensure that your hard-earned assets and funds do not get into the wrong hands and are merely wasted away. Further, we render this free service to ensure that the interests of the minor children are protected. Great news: We have partnered with Capital Legacy. If you have a policy with Capital legacy and have not updated it in the last 12 months, please contact us!

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