A global mindset in financial planning is important
Adopting a global mindset in financial planning is essential in today's interconnected world, enabling individuals to effectively manage and protect their wealth.
South Africans now have an opportunity to approach risk protection in the same way they do investments. Traditionally, people planned risk cover under local portfolios, despite many having offshore liabilities and responsibilities, including business ventures and children studying abroad.
With the world becoming more connected, and the opportunities available to protect wealth and legacies in global currency, it's worth considering a shift in mindset.
To learn more about the Dollar Life Plan, speak to a financial adviser or get a Dollar Life Plan quote today.
Learn more about the Dollar Life Plan here.
The Discovery Dollar Life Plan is issued by Discovery Life International, the Guernsey branch of Discovery Life Limited (South Africa), licensed by the Guernsey Financial Services Commission under the Insurance Business (Bailiwick of Guernsey) Law 2002 to conduct long-term insurance business. The Discovery Dollar Life Plan is also subject to the South African Insurance Act of 2017.
Discovery Life Limited, registration number 1966/003901/06, is a licensed life insurer, and an authorised financial services and registered credit provider. NCR registration number NCRCP3555. Product rules, terms and conditions apply.
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