News and resources for Canada's top financial advisors
Life
As licensed insurance advisors, how do we know when we’re fulfilling our clients’ needs for the proper amounts of insurance and providing the right products for their situations? It starts with due diligence, which must be performed when advising clients about insurance. First and foremost is to determine the proper amount of coverage. Typically, a […]
By John Jordan |March 15, 2010
5 min read
By John Jordan |November 1, 2009
Planning and Advice
The questions typically include: What’s your annual income (for both spouses if applicable)? : Our ability to earn income is our most valuable asset. Without income, there would be no home, car, or investments. Do you own your own home and do you have a mortgage? If so, what’s the amount left owing on your […]
2 min read
As licensed-insurance advisors, how do we know when we’re fulfilling our clients’ needs for the proper amounts of insurance and providing the right products for their situations? It starts with due diligence, which must be performed when advising clients about insurance. Coverage counts First and foremost is to determine the proper amount of coverage. Typically, […]
By John Jordan |October 6, 2009
6 min read
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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