News and resources for Canada's top financial advisors
Industry
The vast majority of Canadians who purchased individual travel health insurance policies had their claims paid.
By Staff |November 25, 2014
1 min read
The Ontario government passed Bill 15 into legislation
By Staff |November 24, 2014
2 min read
Life
Adjustable insurance policies should offer value to consumers beyond simply addressing the desire to sign up for a new policy when premiums drop.
By Jessica Bruno |November 24, 2014
Many advisors don’t realize that Whole Life insurance policies can be either participating (par) or non-participating (non-par).
By Helena Smeenk Pritchard |November 17, 2014
As gifting insurance policies becomes more mainstream, look to add value to any clients who want to lapse policies.
By Mebs Dhalla |November 14, 2014
4 min read
Using Aco. Corp as an example, we demonstrate how a firm should enter corporate-owned life insurance on its balance sheet.
By James and Deborah Kraft |November 10, 2014
Historic low rates have made guaranteed interest accounts less attractive. But new alternatives mean investing within a universal life (UL) policy shouldn’t be written off.
By Pierre Ghorbanian |October 31, 2014
CALU has submitted its recommendations for the 2015 Federal Budget to the House of Commons Standing Committee on Finance.
By David Wm. Brown |October 29, 2014
You don’t need to have all the answers immediately
By Helena Smeenk Pritchard |October 24, 2014
Estate Planning
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.
By David Wm. Brown |October 6, 2014
3 min read
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