News and resources for Canada's top financial advisors
Industry
The outlook for Canada’s life insurance industry is stable, says a new report by Moody’s.
By Staff |April 26, 2013
1 min read
It's hard for administrators to control benefits plans costs and enhance employee value simultaneously.
Offering helpful hints on the tax benefits of insurance premium financing.
By Staff |April 23, 2013
Life
After an insurance policy’s 10th year, it must pass three tests to remain classified for protection, not investment, known collectively as the Exempt Test. Here’s how you can ensure your clients pass the test.
By David Wm. Brown |April 22, 2013
2 min read
Estate Planning
Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?
By Melissa Shin |April 18, 2013
6 min read
A couple asks for help with ambitious retirement goals.
April 17, 2013
Almost half of all home insurance claims are the result of water damage, finds Aviva Canada Inc.
By Staff |April 11, 2013
When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.
April 9, 2013
3 min read
Canadian investors are being pushed to wrap up their 10/8s, but what are their options?
April 3, 2013
8 min read
The Empire Life Insurance Company introduced a permanent life insurance product, Hybrid Solution 100, which combines guaranteed and adjustable features. It allows customers to benefit from lower insurance premiums should long-term interest rates rise. Read: The price is high…for now “Canadian consumers and their advisors have dealt with multiple price increases and more limited permanent […]
By Staff |April 2, 2013
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