News and resources for Canada's top financial advisors
Industry
Though it can be hard for seniors to get insurance, swindling underwriters won't help you.
By Wire services |January 3, 2012
1 min read
Life
Kidnapping for ransom is a billion-dollar worldwide business run by experts in planning and negotiation. If your clients regularly travel outside of North America for work or pleasure, it’s a threat worth considering.
By David Wm. Brown |January 1, 2012
2 min read
One year after the adoption of International Financial Reporting Standards (IFRS), advisors are gradually becoming more familiar with the impact of the new accounting rules. But even the close of 2011 doesn’t mark the end of the story.
January 1, 2012
5 min read
With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.
By Helena Smeenk Pritchard |December 21, 2011
Estate Planning
Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave legacies?
By Kanupriya Vashisht |December 14, 2011
6 min read
Sun Life Financial has announced that it will stop selling variable annuities and individual life products in the U.S., as the products were the primary causes of the company’s deep financial loss last quarter.
By Wire services |December 12, 2011
Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.
By Helena Smeenk Pritchard |December 8, 2011
The Canadian life and health insurance industry is witnessing some dramatic developments. Barely a day after Standard Life's announcement that it would discontinue its individual life insurance and critical illness products, there is word that Sun Life Financial has dismantled its long term care insurance (LTCI) specialist model.
By Vikram Barhat |November 30, 2011
3 min read
Your client starts ventures around the world. While he’s concerned with rustling up capital and breaking ground for new offices, there’s one issue you must raise: global insurance for his employees.
By David Wm. Brown |November 23, 2011
Do your clients have adequate protection in the event they become ill and unable to work? If not, now may be the time to initiate a discussion with them about owning an individual disability insurance policy. Let them know where their coverage may be lacking if they are part of a group policy.
By Staff |November 23, 2011
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