facebookWhat alternatives are there to traditional wealth accumulation products such as Endowment/ILP distributed by insurers? - Seedly

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Anonymous

18 Apr 2019

Insurance

What alternatives are there to traditional wealth accumulation products such as Endowment/ILP distributed by insurers?

As an agent, to be able to sell a product, I have to convince myself that a product has to provide optimal benefits before I am able to sell it. And I believe that there are a few platforms that are a better fit for clients. Would love to hear your feedback.

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Hariz Arthur Maloy

10 Mar 2019

Independent Financial Advisor at Promiseland Independent

Unit Trusts, ETF, Stocks, Bonds, Robo Advisors using UTs or ETFS.

If you can't distribute some of the above, take your relevant M8, M8A, M6, M6A papers and partner with iFast, Navigator, FAME, and some Robos that are opening up distribution channels as well.

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