|Firm||Weiss & Associates|
47 Coatbridge Crescent, Parklands, Blouberg, 7441
|Languages||English (in order of proficiency)|
|Cel||083 275 1619|
|Fax||0866 762 961|
Chartered Life Underwriter designation from the US (1980) and BA degree in teaching of social studies from the University of Illinois Urbana-Champaign (1969).
Industry awards: Million Dollar Round Table several times, National Quality Award numerous times, production awards from Liberty, Momentum, Sanlam and several with Discovery.
Interests: economics, politics, science, history, the arts, philosophy, and sports. I have written numerous articles for the Business Day, Financial Mail, and Johannesburg Star. I also have a novel in progress as well.
|Life and Disability|
FOCUSPortfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.
My objective is to coach individuals to maximise the wellness and lifestyle benefits of Discovery/Vitality so that the savings from Vitality finance the costs of one's medical and life assurance. In fact, one's long term costs can be negative in that the savings can exceed one's costs. So effectively eating correctly and exercising optimally pays for one's benefits!!
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Financial adviser since 1972 in the US and South Africa. Initially worked for First Bowring for six years before going on my own.
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: R500.00
|Legal structure of employer||Sole Proprietor|
|Number of staff||2|
|Indemnity insurance||Insurance: yes