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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…

Canadians ill-prepared for healthcare costs

Nine out of 10 Canadians anticipate financial challenges if they were to experience a major or chronic illness, but more than half are not prepared…

  • By: Staff
  • November 16, 2011 August 21, 2018
  • 14:54

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

Eliminate lesser-known insurance taxes, C.D. Howe says

Provincial insurance taxation weighs on consumers

  • By: Staff
  • October 3, 2018 October 3, 2018
  • 17:11

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • By: Kevin Wark
  • September 12, 2018 September 12, 2018
  • 15:14

Coach clients through death claims

The process should start while clients are still alive

What you should know about EI benefit changes

Parents and caregivers are affected

  • By: Staff
  • November 9, 2017 September 10, 2018
  • 15:08

Advise clients on insurance in unstable countries

Three experts weigh in

  • By: Allan Tong
  • April 13, 2017 September 10, 2018
  • 13:57

This advisor never thought he’d need CI coverage. Then he did

What he learned after becoming a statistic