Business Talk – Glacier by Sanlam’s Rocco Carr on life annuities and saving for retirement
In this Business Talk with Michael Avery interview, Glacier by Sanlam’s Business Development Manager Rocco Carr discusses life annuities and the importance of saving for retirement.
Carr holds a Bachelor of Arts from North-West University and an Honours degree from the University of the Free State (UFS), which he obtained in 1990.
At UFS, he also completed his Master of Arts in 1995 and obtained an Advanced Diploma in Financial Planning in 2008.
In between these qualifications, Carr obtained an Advanced Diploma in Collective Investments at the Boston School of Finance in 2005.
He started his career as an English teacher, and then worked at Old Mutual as a broker consultant before joining Sanlam in 1999.
He joined Sanlam Personal Portfolios as a Business Development Manager, which later rebranded to Glacier.
Carr is now a seasoned Business Development Manager with strong analytical skills and excellent knowledge of sales, investment advisory, and risk management.
His team at Glacier services the Free State, North-West, Northern Cape, and parts of the Eastern Cape provinces.
The interview
In this interview, Carr discusses the importance of saving for retirement.
He unpacks life annuities, explains how they compare to living annuities, and tells South Africans how to make the best decision for their needs.
Carr then explains whether certain South Africans should consider both forms of insurance, and advises listeners on joint life annuities.
Finally, he reveals how Glacier works with clients to balance their different forms of retirement savings.
Watch the full interview with Rocco Carr below.
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