AE February 2012

February 2012

Estate Planning

The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in…

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.

Conversations

The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in…

Over the long run, taking on a moderate-risk strategy typically results in higher returns. So why do clients want to roll the dice?

More clients are working for themselves. Are you equipped to help them?

Review non-urgent e-mails and documents from your phone, laptop or tablet

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.

Are you accessible? And, no, that doesn’t just mean having your BlackBerry on 24/7. Accessibility also means the extent to which your physical premises and…

Overconfidence can breed a tendency to diversify less and trade more aggressively, which creates challenges if you’re their advisor.

In one meeting you may be serving the CEO of a Fortune 500 company; in the next, someone who’s won a lottery, and has never…

The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along…

Provincial coverage varies. In Ontario, for example, the province covers 75% of significant equipment costs, which could include wheelchairs, orthopaedic braces and breathing aids.

Buying antique furniture offers the twin benefits of enjoying both fine craftsmanship and value appreciation.

Life

Few insurance advisors pay attention to the settlement options in their clients’ policies. But you should. Policyholders can actually choose if beneficiaries are paid a…

Alternative Investments

Buying antique furniture offers the twin benefits of enjoying both fine craftsmanship and value appreciation.