Mary Smith (names have been changed) is a thriving 65 year old who is semi-retired and on the brink of full retirement. Like most pensioners, she has her capital invested to carry her through her golden years and shops around when spending her hard-earned money.
Imagine her horror then, after an already traumatic road accident incident in July 2018, when she was presented with a R7000 excess on her insurance, from a direct insurer. Had she worked with a broker, she would have been advised of the over 55 excess waiver available through most insurers.
Ultimately she had to draw this money out of her capital to settle and learned a valuable lesson about having a broker to help her navigate the world of insurance!
Since then, she has signed up with Yvette Rautenbach from Bwise Financial Solutions to make sure she will never be in a similar situation again! If you need more convincing, here are Yvette’s top 5 reasons why having an Insurance Broker is essential:
Why Use BWise Financial Services As Your Insurance Broker?
Bwise Financial Solutions is a general insurance broker. Yvette Rautenbach is focused on servicing the 55 years and older client’s needs by taking the time to understand their personal insurance requirements and tailor the right solution for them. When you require the right advice, look no further than Bwise Financial Solutions and have us review your current insurance package.
If you would like to chat to Yvette to make sure you have the cover you need, or maybe even save a bit of money, you can get hold of her on: