Insurance

Two opportunities in the fine print

Few insurance advisors pay attention to the settlement options in their clients’ policies. But you should. Policyholders can actually choose if beneficiaries are paid a settlement with an annuity or in a lump sum.

February 24, 2012

2 min read

Resources for advising disabled clients

For information on the RDSP and disability tax credit and other federal government programs: disabilitysavings.gc.ca For information from the CRA on the RDSP CRA page for persons with disabilities For comprehensive information on the RDSP: http://rdsp.com/ For information on financial planning for families caring for a disabled child: Special Needs Planning Group For information on […]

By Staff |February 10, 2012

1 min read

How divorce can help insurance sales

Did you know that divorced women often are given a court order to put life insurance in place for a stipulated period of time with their ex-spouses as the irrevocable beneficiary?

By Helena Smeenk Pritchard |February 9, 2012

2 min read

Sid the Kid holds $20 million DI policy

Imagine being forced into early retirement due to bodily injury—at the age of 24. For most Canadians, this would be a nightmare scenario, as few have disability insurance at that age, let alone for a sufficient amount to last them the rest of their lives.

By Staff |February 8, 2012

2 min read