If you are a Contracted Benefits Consultant (CBC) or Contracted Financial Advisor (CFA) looking to enhance your client service offerings, a Sanlam general contract can help.
With an accredited license, having a general contract will give you access to information and service on Sanlam’s entire product line, including Glacier. Additionally, you will have access to a Broker Consultant (BC) who can assist you in navigating the options available to your clients whether they are retiring, resigning, or simply need alternative investment options.
As well as helping you navigate the systems, forms, and processes involved with getting your client the desired solution, BCs can refer you to specialists who can help you with:
- Getting quotes from Sanlam Life retail annuities
- Risk conversions, where applicable
- Getting quotes for out-of-fund preservation
- Risk benefits as relates to investing proceeds of beneficiaries and free Sanlam Trust Wills
- Access to investment-in-fund options for high-net-worth individuals (e.g., Glacier platforms and Sanlam Private Wealth)
A Sanlam general contract enables access to many useful tools to help enhance client service offerings. As Roy Evans, CBC, explains: “There are a lot of helpful tools and information available, plus the costs are competitive. I also found it very useful that I had access to highly qualified asset consultants to discuss client’s needs when selecting appropriate portfolios.”
For help obtaining a Sanlam general contract, contact Liesl de Kock on: liesl.dekock@sanlam.co.za or your Client Solutions Specialist. They will assist you in identifying highly qualified consultants that can help in assessing your client’s needs and selecting the appropriate portfolios and services.