Latest news in Life

Sun Life, CI expand seg fund shelf

At a time when some insurers are scaling back their offering lineup, Sun Life Financial and CI Investments have unveiled several enhancements to the SunWise…

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 11:46

Transamerica cuts shelf to focus on life

Transamerica Life Canada has announced it will refocus its efforts on the life insurance business, cutting back on the sales and marketing of ancillary products…

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 11:11

Broker impersonates uncle on insurance app

Though it can be hard for seniors to get insurance, swindling underwriters won't help you.

Challenges ahead for life insurers

One year after the adoption of International Financial Reporting Standards (IFRS), advisors are gradually becoming more familiar with the impact of the new accounting rules.…

Don’t overlook entrepreneurial women

With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.

Faceoff: Is costlier insurance cost-effective?

Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave…

Sun Life to stop selling VA, individual life in U.S.

Sun Life Financial has announced that it will stop selling variable annuities and individual life products in the U.S., as the products were the primary…

Understanding, selling to women

Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.

Does your client need global insurance?

Your client starts ventures around the world. While he’s concerned with rustling up capital and breaking ground for new offices, there’s one issue you must…

Back-to-back annuities make a comeback

Annuities, those age-old stalwarts of longevity planning, have been popping up on the investment radar with some gusto recently, propelled by recent financial terrors and…

Risk brings clients back to insurance

There's nothing like good a dose of market volatility to focus the minds of clients on risk management. While there are limits to the amount…

Make insurance pitch a family affair

Most people don't like talking about insurance. Whether it’s a life policy, critical illness or long-term care, the discussion revolves around topics most people want…

  • By: Staff
  • November 14, 2011 August 21, 2018
  • 09:30

Insuring children

A challenging part of an advisor’s job is discussing two topics people least want to discuss: illness and death. Starting a conversation with clients about…

IFRS sideswiping advisors, clients

The headaches International Financial Reporting Standards have created for accountants will pale in comparison to the impact it will have on Canadian financial advisors and…

Five Ways to Pay Capital Gains Tax

When selling or passing ownership of a business, 23% of the fair market value of the business goes straight to the CRA. How should you…

When a co-owner dies

How to get the funds to buy out deceased partner's shares

Insurance can lower death tax

Business owners should consider estate-bond strategies to pass assets to heirs.

Life insurance fertilizes next generation of farmers

Combine a policy and a mortgage and reap perennial growth in any industry, really.

Maximize retirement income

Combined with life insurance, an insured annuity can be a powerful tool wealth preservation tool

Study: Parents not adequately insured

Despite the prominence of cancer, stroke and heart disease in Canada, the majority of Canadian parents don't have critical illness insurance, according to a new…

  • By: Staff
  • November 1, 2011 August 21, 2018
  • 13:08

Gifting insurance to charity

Talk to your advisor about how this strategy could work for you and your family.

Manulife launches Synergy app

Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability…

  • By: Staff
  • October 27, 2011 August 21, 2018
  • 11:13

What’s next for GMWBs?

Guaranteed Minimum Withdrawal Products entered Canada with a bang, twisted through a few snags related to underlying pricing assumptions and now are cruising along as…

Customize life insurance for wealthy clients

Regular folks worry about debts, mortgages and the ability of their dependants to generate income after they die.

  • October 19, 2011 June 16, 2018
  • 07:00

IFRS will raise insurance costs

New accounting standards could complicate estate planning