News and resources for Canada's top financial advisors
Life
For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.
By David Wm. Brown |October 3, 2014
3 min read
Calgary Flames centre Matt Stajan on finding an advisor
By Jessica Bruno |October 3, 2014
4 min read
Industry
One-in-three workers will experience a period of disability that lasts more than 90 days. See how one advisor helps these clients.
By Staff |September 23, 2014
1 min read
More than one-third of Canadians will seek to escape frigid temperatures
By Staff |September 22, 2014
2 min read
Use immediate leveraging with insurance in a low-rate environment.
By Pierre Ghorbanian |September 22, 2014
5 min read
Estate Planning
Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.
By James Dolan |September 5, 2014
Economic Indicators
Canadians aren’t convinced that their life insurance policies will be there for them in times of need, says a BMO Insurance survey.
By Staff |July 16, 2014
Great-West Life, London Life and Canada Life are making changes that'll help streamline new insurance applications and processing.
By Staff |July 15, 2014
The Office of the Privacy Commissioner of Canada is urging the life and health insurance industry to call on its members to refrain from asking applicants for access to existing genetic test results for the purposes of underwriting an insurance policy at this time.
July 10, 2014
Advisors often hear first that an heir’s fallen out of favour
By John Lorinc |July 2, 2014
7 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.