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Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).

  • July 2, 2019 July 2, 2019
  • 08:00

You don’t need a big budget to create a great video, but you do need to make it part of your marketing strategy. These 5 winning tips make it easy to get started.

  • June 13, 2019 June 14, 2019
  • 07:00

Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently about the growth of his practice and serving the needs of current and former NHL hockey players.

  • June 6, 2019 June 10, 2019
  • 07:00

Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.

  • May 3, 2019 May 3, 2019
  • 07:00

You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.

  • April 11, 2019 May 8, 2019
  • 07:00

Permanent life insurance – an asset class that can play a number of roles in a client portfolio.

  • March 15, 2019 May 1, 2019
  • 07:00

Change is coming for business owners. Are your clients ready?

  • February 6, 2019 March 11, 2019
  • 00:10

In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.

  • February 6, 2019 February 6, 2019
  • 00:05

In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

  • January 9, 2019 January 10, 2019
  • 00:15

A look at the options you can suggest to clients to ensure a smooth transfer of wealth

  • January 9, 2019 January 10, 2019
  • 00:10