Insurance

Managing a dependant’s relief claim

In estate administration, an advisor may at some point come across a claim for dependant’s relief – that is, an order for support for a particular dependant from the estate of a deceased person. While the definitions may differ between provinces, in Ontario, a dependant can be one or more of the following, to whom […]

By Daniel Dochylo |October 1, 2010

7 min read

Choosing the right CRM

We often take for granted the huge role technology plays in our lives; that is, until an issue threatens to disrupt the entire way we do business. It was December 2009 when our CRM software provider made the call to us. The shock was profound when they informed us they were no longer supporting our […]

By David Wm. Brown |October 1, 2010

3 min read

Proposal could shrink insurance shelf

Canadian advisors may have fewer insurance options at their disposal in the future, as proposed accounting standards could make long-duration, investment-based contracts less attractive to carriers. While the International Financial Reporting Standards (IFRS) are set to come into force in January 2011, this set of rules is not the culprit. Yet. The financial services sector […]

By Steven Lamb |August 10, 2010

3 min read

Beginning the succession discussion

After helping clients with their financial, estate and retirement planning, advisors often have a strong relationship with their clients. That puts us in a unique position to discuss succession planning with those clients who are also business owners. In many cases, we’ve already implemented plans or products to protect their assets and the value of […]

By David Wm. Brown |August 5, 2010

3 min read