Life

Buy-sell insurance can be a tough sell

Nearly every advisor will admit they are looking to land the investment portfolios of high net worth clients, but despite this focus the market remains underserved on the insurance side. “There are more clients that are willing to write large cheques for big insurance policies than there are advisors out there willing to ask for […]

By Al Emid |April 4, 2011

4 min read

Faceoff: Whole life or universal life?

This month’s features an insurance debate between whole life or universal life. The debate was moderated by Dean DiSpalatro and Vikram Barhat. Universal Life Subject: Brett Simpson, chairman of Rogers Financial Group and a trustee for the Institute for Advanced Financial Education What is it and who is it for? The easiest way to describe […]

April 1, 2011

11 min read

Trouble with contestable claims

Each company has its own requirements for handling contestable claims. A member company of the Canadian Life and Health Insurance Association must also abide by the association’s code of ethics, which includes the obligation “to pay all valid claims fairly and promptly without unreasonable requirements.” Many companies are also members of the International Claim Association, which requires every company to adhere to its principles.

By Eli Wahby |April 1, 2011

7 min read

Sun Life targets mid-size U.S. companies

The U.S. subsidiary of Sun Life Financial is continuing its expansion and repositioning in a market that has undergone several upheavals in the last two years. Medium-sized companies—those with around 3,000 employees—and smaller companies are the clients of choice for Sun Life in the U.S. This is one of the strategies implemented by Westley Thompson, […]

By Fabrice Tremblay |March 31, 2011

2 min read