News and resources for Canada's top financial advisors
Industry
Anyone wanting to voice their opinion on the regulations governing banks in the insurance business should speak up—the comment period closes March 4.The federal government rather quietly issued draft regulations that appear to give the stamp of approval to locating insurance branches near banking branches. Under the proposed regulations, Section 10 of the Insurance Business […]
By Steven Lamb |February 17, 2011
4 min read
The Canadian Council of Insurance Regulators has released an “issues paper” on the managing general agencies model of insurance distribution, and is calling on the industry for input into how the market should be regulated. In some ways, the release of the paper is an admission that regulators still don’t have much of a grasp […]
By Steven Lamb |February 11, 2011
3 min read
Life
In a Canadian Life and Health Insurance Association (CLHIA) survey conducted a little over a year ago 75% of respondents said they look to their financial advisor for estate planning advice and on average it had been five years since they were approached to review their needs and coverage.
By Helena Smeenk Pritchard |February 10, 2011
Soft drugs, such as marijuana and hashish do not mix well with each other, nor with traditional life insurance. And hard drugs, such as cocaine and heroin, make for an even tougher combination. The considerations go beyond definitions of legality and extend to the insurers’ risk management processes, explains Lorne Marr, a seventeen-year veteran of […]
By Al Emid |January 31, 2011
I recently returned from a Million Dollar Round Table (MDRT) meeting held in Vancouver, where I had the privilege of conducting a session entitled 'How to Package the Critical Illness Sale'.
By David Wm. Brown |January 25, 2011
Living Benefits
Critical illness insurance for children presents a good news-bad news scenario for advisors seeking to boost revenues. On the upside, the market is underserved and therefore less competitive. But it remains a difficult sale, as CI usually ranks fairly low on a list of client priorities. “You don’t have a lot of people focussed on […]
By Al Emid |January 18, 2011
With its new plan, Great-West Life is targeting businesses with fewer than 35 employees.
By John Powell |January 13, 2011
1 min read
The Co-operators has launched an online quoting system for term life insurance through its corporate website. The company already offers online quotes for auto and home insurance. “The Co-operators vision is to provide Canadians with the financial security products and services they need, when they need them and however they wish to buy them,” said […]
By Staff |January 12, 2011
Empire Life has announced a new service for its Class Plus customers, giving them a heads up if they make withdrawals that could affect their future guaranteed income. The Excess Withdrawal Alert (EWA) service is a no-cost, automatic service that notifies clients through their advisor, if a withdrawal they have requested exceeds their annual limit. […]
By Staff |January 11, 2011
Canada Life has announced it is now offering a new Canadian Insurance Transaction Standardization (CITS)-approved “inforce” data feed to managing general agencies and national accounts with which it deals. The company already offers a CITS “pending” business-to-business feed. Together the feeds allow distributors to easily access information on both their inforce and pending business with […]
By Staff |January 10, 2011
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