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When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

Clarification: Fraternal benefit insurance products

Clarification: On June 9, Advisor.ca ran a story on fraternal benefit insurance products distributed by the Knights of Columbus. That story listed several other distributors…

  • June 27, 2014 June 17, 2018
  • 13:39

Insurance and estate law update

Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate…

  • By: Staff
  • June 16, 2014 August 21, 2018
  • 13:01

What’s in store for permanent insurance?

Regulatory pressure. Interest rates. Client risk classifications. These three main factors will shape the future of permanent insurance products, said Paul Fryer, vice president of…

Insurance for newlyweds

Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients…

8 insurance tips for visiting Canada

Tourist season is ramping up, and your clients may have friends and family coming to visit from abroad.

  • By: Staff
  • May 29, 2014 August 21, 2018
  • 05:59

Donate life insurance, save tax

Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving…

Manulife simplifies UL, changes advisor comp

Manulife Financial is releasing a new UL product next month, and says it has the industry’s lowest average investment fees.

Help a client who’s lost insurance paperwork

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she…

Equitable Life launches new term insurance

Equitable Life of Canada has announced the introduction of Term 30/65, an addition to its term life insurance lineup.

  • By: Staff
  • March 25, 2014 August 21, 2018
  • 05:59

Tax consequences of transferring life insurance

Breaks are available for qualifying clients

Account properly for corporate-owned life insurance

Here’s what you need to know

Insurance companies look to thwart re-signing rush

Firms are introducing new policies to hold onto clients

4 ways to maximize income today

The key to creating sustainable income is to use current income to create more money today and in the future. Here's how.

The world’s best healthcare is in…

Move over Canada. A recent report finds France comes out on top. Here's who else made the list.

  • By: Staff
  • February 4, 2014 August 21, 2018
  • 10:52

A history of insurance rate repricing

Don't understand why insurance rates have changed so much? Read this article.

Bank insurance business still strong despite 2013 setbacks

Why these institutions will be able to persevere

Byren Innes moves to PwC

Insurance industry specialist Byren Innes is now at one of the Big Four.

  • By: Staff
  • January 15, 2014 August 21, 2018
  • 10:26

Stress-testing a will

Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person…

75 Canadians make Mars mission shortlist

Mars One has narrowed its colony application list to 1,000 people.

  • By: Staff
  • January 7, 2014 August 21, 2018
  • 05:59

Participating insurance works for retirees

Fewer life insurance companies selling participating insurance now than there were 30 years ago.

4 steps to an effective insurance sales review

Doing a multi-product sales review is easy

Are digital insurance apps good for clients?

How automated insurance policies may affect clients

  • By: Katie Keir
  • October 16, 2013 September 9, 2018
  • 00:29

Get gen Y to talk insurance

I’m new in the industry. My mentors have saved people’s families, helped people retire and comforted the sick as they recovered.

Show clients your insurance commissions

Regulators do not yet require it, but some may want to start

  • By: Staff
  • September 3, 2013 September 10, 2018
  • 05:59