News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?
By Melissa Shin |April 18, 2013
6 min read
Life
When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.
April 9, 2013
3 min read
Industry
Canadian investors are being pushed to wrap up their 10/8s, but what are their options?
April 3, 2013
8 min read
The Empire Life Insurance Company introduced a permanent life insurance product, Hybrid Solution 100, which combines guaranteed and adjustable features. It allows customers to benefit from lower insurance premiums should long-term interest rates rise. Read: The price is high…for now “Canadian consumers and their advisors have dealt with multiple price increases and more limited permanent […]
By Staff |April 2, 2013
1 min read
If your clients are healthy, don’t sell them permanent insurance—at least not yet.
By Melissa Shin |April 2, 2013
2 min read
Canadian life insurers are in a better position than their U.S. counterparts, but still face challenges.
By Staff |March 14, 2013
Educate clients about insurance fraud schemes.
By Staff |March 12, 2013
It’s a well understood truth that the best deal on life insurance can be had when the client is young and in relatively good health. But just because the premiums on seniors are much higher, the need for insurance in your golden years may still make it a good deal.
By Al Emid |March 4, 2013
Blame low interest rates again.
By Staff |February 27, 2013
For fiscal 2012, Desjardins Group recorded surplus earnings of approximately $1.6 million, similar to profits posted in 2011.
By Staff |February 22, 2013
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