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TalkTime Webinar #4: The impact of Life Income on Estate Planning

00:01:00

May 8, 2020 11:13 AM

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Speakers

Melody Stander
FMI - Product Marketing Specialist @FMI, a Division of Bidvest Life ltd
Melody Stander was formerly a Tied Financial Adviser with one of South Africa’s leading insurance providers where she also managed and mentored a small team of Adviser’s starting out in the industry. She holds a Certificate in Wealth Management from Moonstone, has completed all Class of Business accreditation and holds her RE5. She is currently furthering her studies through Millpark Education and will complete her Advanced Certificate in Financial Planning at the end of 2020. As a former lecturer Melody now combines her passion for teaching and experience as an Adviser to train FMI’s salesforce, not only as a Product Specialist but also on wider industry matters.
Denise Williams
Director and Deceased Estates Administrator of Estates and Testamentary Services
I have been in the industry for 45 years. I have been on my own for the past 11 years. Prior to that I manned the Trustee division of a large firm of attorneys for in excess of 20 years, where I built up a huge estates department, servicing some 125 brokers/brokerages. I have an office in Durban (head office) with four staff members, one in Cape Town, an attorney running the office and an office in London, also with an attorney running that office for international offshore Wills and Estates. I have a diploma in Deceased Estates Practice through Unisa.