Partner Content

How do product solutions serve the broader needs in large cases?

Sponsored

How do product solutions serve the broader needs in large cases?

Candace Barnes, Manager, Large Cases with Manulife discusses how permanent insurance products can be structured to suit the needs of large case clients in the affluent and business markets.

August 22, 2022

3 min read

Sponsored by

What makes for the best processes in underwriting large cases?

Sponsored

What makes for the best processes in underwriting large cases?

Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.

August 8, 2022

3 min read

Sponsored by

With corporate insurance, what makes large case work so complicated?

Sponsored

With corporate insurance, what makes large case work so complicated?

Hemal Balsara, Assistant Vice President, Regional Tax, Retirement and Estate Planning with Manulife, talks about how the right insurance fits with smart business planning, and how the needs of large cases require specialized service.

July 25, 2022

3 min read

Sponsored by

Earn clients, keep clients, build your business

Partner Reports

Sponsored

Earn clients, keep clients, build your business

Providing access to a broad spectrum of investments and holistic planning are key to retaining clients during periods of market volatility.

July 18, 2022

4 min read

Sponsored by

Economies Recalibrated

Partner Reports

Sponsored

Economies Recalibrated

Decades-high inflation has led to a global economic recalibration, Mackenzie CIOs examine the risks and opportunities this presents.

July 4, 2022

4 min read

Sponsored by

Lesley Marks on the stock market and Europe

Partner Reports

Sponsored

Lesley Marks on the stock market and Europe

Lesley Marks, Chief Investment Officer for Equities at Mackenzie, explains why Canada may be one of the few safe havens for investors as rising interest rates threaten to weaken global equity markets, and Europe faces continued challenges due to the war in Ukraine.

July 4, 2022

6 min read

Sponsored by

Why are clients considering ESG factors?

Sponsored

Why are clients considering ESG factors?

Finding the right solutions to meet their goals.

June 27, 2022

3 min read

Sponsored by

Macroeconomic shifts mean it may be time to review client strategies

Partner Reports

Sponsored

Macroeconomic shifts mean it may be time to review client strategies

LOGICLY chief strategist Colin Gloeckler, CFA recommends reassessing investment policy statements (IPS) as the global economy experiences “really consequential” macroeconomic shifts.

June 27, 2022

4 min read

Sponsored by

Debunking Myths About IFAs

Sponsored

Debunking Myths About IFAs

Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult to understand. To help educate your clients, we’ve assembled a list of frequently asked questions – and answers – about the many advantages of IFAs.

June 13, 2022

4 min read

Sponsored by

Equitable Bank

The Seasons of an Advisor’s Life: Summer, a time for exploration and change

Partner Reports

Sponsored

The Seasons of an Advisor’s Life: Summer, a time for exploration and change

Have You Thought About What Season Your Practice is in?

June 7, 2022

4 min read

Sponsored by

← Previous 1 … 4 5 6 7 8 … 15 Next →