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Conversation starter – Cottage liability

Do some of your clients own cottages? Ask them, “What kind of insurance do you have?”

  • November 25, 2013 November 25, 2013
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Conversation starter – Don’t overlook intangible assets

Need to break the ice with clients about overlooking intangible assets?

  • November 21, 2013 November 21, 2013
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Don’t overlook intangible assets

Intellectual property and other intangible assets are often the most valuable pieces of your business. Here's how to protect them

Action idea – Your role as a trustee

Need to get your client thinking about their role as a trustee? Try these tips.

  • November 14, 2013 November 14, 2013
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Your role as a trustee

Before you become a trustee, learn the rules you’ll have to play by.

Avoid these 5 estate administration mistakes

Are you an entrepreneur? Avoid these five damaging tax and estate planning errors

Action idea – Disclose risky leisure activities

Need to get your client thinking about disclosing risky leisure activities? Try these tips.

  • November 7, 2013 November 7, 2013
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Disclose risky leisure activities

If you don't let your insurer know about your active lifestyle, your insurance policy may not be there when you need it.

  • By: Staff
  • November 7, 2013 August 1, 2018
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Match life insurance to short- and long-term needs

Do you have the best type of insurance for your situation?

Conversation starter – Choosing your executor

Need to break the ice with clients about choosing their executor?

  • October 29, 2013 October 29, 2013
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Choosing your executor

How will you decide whom to trust with your estate?

  • October 28, 2013 August 1, 2018
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A holding company helps with creditor proofing

Need to get your client thinking about how a holding company helps with creditor proofing? Try these tips.

  • October 25, 2013 October 25, 2013
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Conversation starter – Plan for natural disaster

Need to break the ice with clients about planning for a natural disaster?

  • October 22, 2013 October 22, 2013
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Conversation starter – Art insurance: an ounce of protection

Need to break the ice with clients about insuring their art collection? Try this

  • October 4, 2013 October 4, 2013
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Action idea – Art insurance: an ounce of protection

Need to get your client thinking about protecting their art collection? Try these tips.

  • October 4, 2013 October 4, 2013
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How to insure art

Most people underinsure their art collections, make sure to use an insurance company that knows what it’s doing.

You’re not too young to talk insurance

As a card-carrying millennial, you’re likely busy paying off debt and pursuing a better job, and insurance isn’t your top priority.

Conversation starter – Protect your estate against crippling tax

Need to break the ice with clients about protecting their estate against tax? Start by sending them this article.

  • October 1, 2013 October 1, 2013
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Companies must protect key people

The right insurance structure helps companies survive when owners pass on

Action idea – Companies must protect key people

Need to get your client thinking about protecting key people? Try these tips.

  • September 30, 2013 September 30, 2013
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Assigning power of attorney with confidence

Ensuring there’s a strategy in place if you ever become incapable of managing your affairs.

Learn about incapacity planning

You know incapacity planning and powers of attorney are important, but how much do you really know about how they work?

Action idea – Insure your stay-at-home spouse

Need to get your client thinking about insurance for their stay-at-home spouse? Try this.

  • September 15, 2013 September 15, 2013
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Action idea – Before getting married. . . again

Need to get your client thinking about the financial impact of getting married..again? Try these tips.

  • September 15, 2013 September 15, 2013
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Action idea – Insure your art collection

Need to get your client thinking about insuring their art collection? Try these tips.

  • September 15, 2013 September 15, 2013
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