sanlam Archives -

Sanlam Cumulus Echo RA

I was recently approached by someone for help with her Sanlam RA’s – they are the bad, old traditional life RA’s with opaque fees, poor returns and hefty penalties if you make any changes before the term ends. It seems that Sanlam has found a way around this though with their Cumulus Echo RA where …

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of insurance company)

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of company) RE:EVERY SINGLE PART OF MY BEING HAS TO FIGHT THE URGE TO TAKE BUSINESS AWAY FROM YOUR COMPANY. There is a peculiar thing in this industry that if you are not the advisor on record because you don’t have a contract …

The Financial Coach

Sanlam Cumulus Echo RA

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of insurance company)