News and resources for Canada's top financial advisors
Economic Indicators
Great-West Lifeco is preparing to lift a nearly three-year-old suspension on transfers, redemptions and withdrawals on the $3-billion real estate fund it shares with Canada Life. The move will take place on Oct. 17 and comes nearly seven months after it lifted a similar suspension on its London Life Real Estate Fund. Alf Goodall, senior […]
By Renée Alexander |September 27, 2011
4 min read
Life
Life insurance can be an effective tool to mitigate estate taxes on your client’s portfolio.
By Lisa MacColl |September 24, 2011
3 min read
Industry
If you've been dragging your feet on any universal life applications, you'd better get your act together; not only is the cost for your client going up, but your compensation structure may also be affected.
By Staff |September 23, 2011
Estate Planning
Life insurance can be an effective way to transfer wealth from one generation to another.
By Lisa MacColl |September 19, 2011
Regular folks worry about debts, mortgages and the ability of their dependants to generate income after they die. High-net-worth clients don’t have to.
By David Wm. Brown |September 19, 2011
2 min read
Life insurance is an appropriate tool to generate funds for charities and to enjoy significant tax benefits both in life and death.
September 19, 2011
Advisors are seldom in competition with other advisors and other product solution recommendations but they are in competition all the time with lifestyle.
By Helena Smeenk Pritchard |September 17, 2011
Wealth brings its own set of problems, among them large tax bills and uncertain wealth transfer upon death. Even if your wealthy clients don’t like to talk about dying, you can reframe the conversation to be about legacy.
September 1, 2011
Reduce the time it takes to get policies approved for wealthy clients
By Carmela Tedesco |September 1, 2011
5 min read
Did you know that the popularity of jointly owned life insurance policies is directly correlated to the decrease in life insurance sales training over the years? Why? Life insurance sales training focused on training advisors how to sell the benefits of the product being recommended not just selling "the lowest price" or "saving you money" approach.
By Helena Smeenk Pritchard |August 23, 2011
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