Allan Bulloch

Bulloch: Warding off the spectre of regulation

As a principal heading up a Managing General Agency (MGA) in Canada, we are starting to see more regulatory interest in the Canadian Life Insurance industry. This includes the increasingly popular Segregated Fund product too. Recently our firm’s compliance officer and I participated in a review of our firm conducted by one of our insurance […]

By Allan Bulloch |April 7, 2010

3 min read

Planning and Advice

Bulloch: The impact of retirement

In some succession planning discussions I’ve had with advisors, I’ve heard the comment “Maybe I should sell my practice and just retire!” To that I always respond, “So, you really want to stop working?” “Well, no, not really! I’d just like to have more time to enjoy my life while remaining in the business,” is […]

By Allan Bulloch |February 22, 2010

3 min read