Life

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 of protection you can place on their investment portfolios, the risks in their overall financial plan can be addressed with insurance.

By Raf Brusliow |November 18, 2011

4 min read

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 to avoid. Now think about the discussions around insuring children.

By Staff |November 14, 2011

2 min read

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 insuring their children is even more difficult.

By Judy Williams |November 8, 2011

9 min read

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 their clients.

By Pierre Ghorbanian |November 8, 2011

3 min read