News and resources for Canada's top financial advisors
Industry
In a move that could shake up the insurance distribution channel, Financial Horizons Inc. has bought Force Financiere Excel, creating the country's largest Managing General Agency (MGA).
By Staff |February 29, 2012
1 min read
Life
Few insurance advisors pay attention to the settlement options in their clients’ policies. But you should. Policyholders can actually choose if beneficiaries are paid a settlement with an annuity or in a lump sum.
February 24, 2012
2 min read
Did you know that divorced women often are given a court order to put life insurance in place for a stipulated period of time with their ex-spouses as the irrevocable beneficiary?
By Helena Smeenk Pritchard |February 9, 2012
It’s been tough going for insurance companies in the last few years. They’ve not only had to retire certain types of life insurance products and variable annuities, but also witnessed major consolidation.
By Pierre Ghorbanian |February 1, 2012
3 min read
Whether clients are approaching retirement and are cognizant of the realities of aging, or are young professionals just beginning to save for the future, life insurance is a crucial part of a comprehensive plan.
By Paula MacMillan |February 1, 2012
4 min read
Most stay-at-home Moms don’t have nearly enough life insurance coverage. What is enough? Because every family is different there is no definitive answer.
By Helena Smeenk Pritchard |January 24, 2012
At a time when some insurers are scaling back their offering lineup, Sun Life Financial and CI Investments have unveiled several enhancements to the SunWise Essential Series segregated fund program.
By Staff |January 19, 2012
Transamerica Life Canada has announced it will refocus its efforts on the life insurance business, cutting back on the sales and marketing of ancillary products and closing its Five for Life investment product to new clients.
Though it can be hard for seniors to get insurance, swindling underwriters won't help you.
By Wire services |January 3, 2012
Kidnapping for ransom is a billion-dollar worldwide business run by experts in planning and negotiation. If your clients regularly travel outside of North America for work or pleasure, it’s a threat worth considering.
By David Wm. Brown |January 1, 2012
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