News and resources for Canada's top financial advisors
Industry
RBC Insurance is revising rates for its individual disability insurance products
By Staff |April 7, 2014
1 min read
Life
In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she felt her assets weren’t producing adequate returns. Her new advisor asks her to do an asset inventory as part of the planning process. The exercise jogs her memory. Her late father had mentioned a life insurance policy he took out on her when she was born. Problem is, she doesn’t know which company issued it, how much it’s worth or if it’s still active. The policy could have significant cash value, so In-Kyung’s determined to track it down.
By Dean DiSpalatro |April 4, 2014
5 min read
Equitable Life of Canada has announced the introduction of Term 30/65, an addition to its term life insurance lineup.
By Staff |March 25, 2014
Breaks are available for qualifying clients
By James and Deborah Kraft |March 14, 2014
Here’s what you need to know
By James and Deborah Kraft |February 14, 2014
4 min read
Firms are introducing new policies to hold onto clients
By Jessica Bruno |February 14, 2014
6 min read
The key to creating sustainable income is to use current income to create more money today and in the future. Here's how.
By Tracy Piercy |February 13, 2014
Move over Canada. A recent report finds France comes out on top. Here's who else made the list.
By Staff |February 4, 2014
2 min read
Don't understand why insurance rates have changed so much? Read this article.
By Byren Innes |January 20, 2014
7 min read
Why these institutions will be able to persevere
By Al and Mark Rosen |January 17, 2014
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