News and resources for Canada's top financial advisors
Est. 1998
Industry
The Ontario government passed Bill 15 into legislation
By Staff |November 24, 2014
2 min read
Life
Adjustable insurance policies should offer value to consumers beyond simply addressing the desire to sign up for a new policy when premiums drop.
By Jessica Bruno |November 24, 2014
Many advisors don’t realize that Whole Life insurance policies can be either participating (par) or non-participating (non-par).
By Helena Smeenk Pritchard |November 17, 2014
As gifting insurance policies becomes more mainstream, look to add value to any clients who want to lapse policies.
By Mebs Dhalla |November 14, 2014
4 min read
Using Aco. Corp as an example, we demonstrate how a firm should enter corporate-owned life insurance on its balance sheet.
By James and Deborah Kraft |November 10, 2014
Historic low rates have made guaranteed interest accounts less attractive. But new alternatives mean investing within a universal life (UL) policy shouldn’t be written off.
By Pierre Ghorbanian |October 31, 2014
CALU has submitted its recommendations for the 2015 Federal Budget to the House of Commons Standing Committee on Finance.
By David Wm. Brown |October 29, 2014
You don’t need to have all the answers immediately
By Helena Smeenk Pritchard |October 24, 2014
Estate Planning
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.
By David Wm. Brown |October 6, 2014
3 min read
For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.
By David Wm. Brown |October 3, 2014
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