News and resources for Canada's top financial advisors
Life
Clarification: On June 9, Advisor.ca ran a story on fraternal benefit insurance products distributed by the Knights of Columbus. That story listed several other distributors of those products. We wish to clarify there is no link between any activities of the Knights of Columbus discussed in that story and the other distributors named.
June 27, 2014
1 min read
Estate Planning
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.
By Staff |June 16, 2014
3 min read
Industry
Regulatory pressure. Interest rates. Client risk classifications. These three main factors will shape the future of permanent insurance products, said Paul Fryer, vice president of individual business management at Sun Life Financial, at CAILBA’s annual conference in Toronto.
By Dean DiSpalatro |June 9, 2014
Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.
By Sarah Brown |June 6, 2014
Tourist season is ramping up, and your clients may have friends and family coming to visit from abroad.
By Staff |May 29, 2014
2 min read
Do your snowbird clients have up to date insurance to protect them during their southern stay?
By Staff |May 20, 2014
Living Benefits
Tips on what to do
By Dean DiSpalatro |May 9, 2014
5 min read
Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.
By David Wm. Brown |May 9, 2014
Save tax by donating life insurance with this new CRA rule.
May 2, 2014
Manulife Financial is releasing a new UL product next month, and says it has the industry’s lowest average investment fees.
By Melissa Shin |April 28, 2014
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