We’re in the business of creating lasting protection
SFP Short-term, a division of Succession Financial Planning, is a short-term focused channel within the largest choice insurance brokerage in South Africa.
The Short-term value proposition is specifically aimed at the financial adviser who believes in taking a holistic approach to financial planning, but has a predominantly short-term focused business, and is looking to grow a professional practice within this affluent brand.
We also cater to the unique requirements of short-term financial advisers, offering dynamic solutions, and compliance and financing processes for an admin-intensive practice. We also have specific arrangements with the largest short-term insurance brokerages ensuring comprehensive broker support service levels.
SFP Short-term won the “National Broker Award for Performance Excellence” in 2021 from Santam Personal Lines, depicting our commitment and strategy towards the short-term insurance specialists in our business.
As our name suggests, we offer, as part of our value proposition, the service of finding a suitable successor for the short-term adviser’s business. In the process of ensuring succession, we enable the adviser to gain a perspective on the real value of the practice itself.
Coupled with aggressively competitive commission splits, the Short-term offering is a key consideration for the short-term focused adviser – and you’ll enjoy the benefits of a relationship built on trust.