Discovery offers more than just life insurance. We recognise that your clients needs and lifestyles are unique and have used this philosophy to deliver market-first innovations in risk protection and market-leading risk benefits that cater for a range of life-changing events. One of these innovations is our unique and holistic Estate Planning solution that aims to protect and safeguard their legacy.
Discovery has introduced Discovery Wills and Trust Services and the Discovery Estate Preserver to assist you in creating your clients' estate plans. Discovery Wills and Trust Services provides free will drafting for our clients as well as a range of holistic estate planning and professional services crafted by industry experts. The Discovery Estate Preserver ensures your family is comprehensively protected against the legal costs and administration associated with wrapping up a life. Clients can further receive an upfront 17.5% discount when linking their Discovery Estate Preserver with Vitality.
The Estate Planning 101 Podcast series
Estate planning, while an important part of any financial portfolio, can easily become more complicated than it needs to be. With the correct guidance and expertise, clients leaving a legacy for their loved ones can be done in a professional, sensitive and respectful manner.
Join us as we help you, our valued advisers, learn how to better navigate the conversations you have with your clients. In this series, Bruce Whitfield chats to leading experts and professionals for insights on all the important components to consider for a well-rounded, hassle-free plan, as well as the 'human side' of it all. Ultimately, estate planning is as much about human lives and all the complexities that go along with it, as it is about assets and money.
EP 1:
A guide to estate planning
What does estate planning entail and why is it so important? Tune in to find out about the key components of an estate plan and so much more from Head of Legal Services, Harry Joffe and Financial Adviser, Claire van Wyk.
EP 2:
'Life as you knew it' - In conversation with Nikki and Gareth
'What if' moments happen when you least expect. In an instant, life changes. Tune in as Gareth Friedlander & Nikki Bush chat through how to better understand 'the human side' of estate planning.
Ep 3
"Do you have your affairs in order?" - Preparing for life's biggest 'What ifs'
How should you go about preparing yourself and your family for life's biggest 'what ifs'? Nikki Bush and Discovery certified financial adviser, Onalenna Disipi chat through all the necessary details to remember.
Ep 4
The law of the land - Getting to grips with legal considerations and tax implications
When it comes to estate planning, the law has a considerable impact on the decisions we make about our assets. Head of Legal Services, Harry Joffe shares valuable insights.
The Estate Planning Articles
Discovery Holistic Estate Planning ensures complete peace of mind for your clients and their loved ones by taking the first step to protecting their legacy and securing their family's future. While it may not be a pleasant topic to think about, it is important to ensure that your clients' wishes are carried out when they pass away. Planning for this eventuality is crucial to securing their family's future, both emotionally and financially.
There's a whole lot more to estate planning - read the articles for more insight and interesting information.
The Estate Planning Videos
Join Harry Joffe (Head of Legal Services: Discovery Life) and Michael Katz (Chairman: ENSafrica) to learn more about the Holistic Estate Planning by watching these videos.
Discovery Life Limited. Registration number 1966/003901/06, is a licensed life insurer, an authorised financial services and registered credit provider, NCR Reg No. NCRCP3555. Discovery Wills and Trust Services, a division of Discovery Central Services (Pty) Limited, a company registered in South Africa with registration number 2016/054628/07 and part of the Discovery group of companies.