News and resources for Canada's top financial advisors
Industry
Canada’s insurance industry isn’t shrinking from the proposal for a closer regulatory oversight. But key stakeholders say lots remains to be done to fulfil the regulators’ mandate.
By Vikram Barhat |May 10, 2012
3 min read
Canada’s insurance regulators are considering closer oversight of the relationship between carriers and managing general agencies (MGA). While the industry has taken steps to govern itself, it may not be enough to stave off closer regulatory supervision.
By Vikram Barhat |May 8, 2012
Life
A lot of single women are concerned about outliving their money. Longevity, however, isn’t the only drag on their assets.
By Kanupriya Vashisht |May 1, 2012
2 min read
As insurance companies withdraw guaranteed income products, now may be the time for those nearing retirement to buy them while they are still around.
By Vikram Barhat |April 11, 2012
Standard Life has announced it is temporarily suspending new sales of its Guaranteed Lifetime Withdrawal Benefit product, effective April 16, 2012.
By Staff |April 11, 2012
Most advisors tend to focus on the part of the book that generates the most revenue. In doing so, they often fail to take advantage of opportunities elsewhere.
By Vikram Barhat |March 29, 2012
As if the sandwich generation didn’t have enough to fret about, they now have to worry about their new insurance needs, too. And many don’t even know it.
By Vikram Barhat |March 12, 2012
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
Living Benefits
Clearing the DI sales hurdle Disability insurance isn’t the sexiest or most lucrative offering in an insurance advisor’s lineup. The policies have a lot of moving parts, clauses and conditions, a lot of clients are already insured and there are no large ticket sales if you’re selling to the average middle class client. But DI […]
By Staff |February 27, 2012
For information on the RDSP and disability tax credit and other federal government programs: disabilitysavings.gc.ca For information from the CRA on the RDSP CRA page for persons with disabilities For comprehensive information on the RDSP: http://rdsp.com/ For information on financial planning for families caring for a disabled child: Special Needs Planning Group For information on […]
By Staff |February 10, 2012
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