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Life insurance loophole closed for biz owners

Budget 2016 wasn’t kind to business owners

Why advisors should care about insurance self-injury exclusions

Self-injury and disability claims related to mental illness are being scrutinized

  • By: Katie Keir
  • March 10, 2016 September 10, 2018
  • 14:59

Exclusive: investigation reveals donation grey area

A five-month investigation reveals an overlooked aspect of insurance policy donations

Are commissions taxable on personal policies?

The short answer is possibly yes.

Manulife introduces insurance that rewards clients for healthy living

Customers who choose this new insurance will have opportunities to save on their insurance premiums.

  • By: Staff
  • February 9, 2016 September 10, 2018
  • 09:29

Overcome objections to Critical Illness offers

Word of mouth tells me that around 5% of all CI offers are actually taken. Why?

Canadians to travel more, says survey

Nearly one-third of Canadians travel more now than they did five years ago.

  • By: Staff
  • November 30, 2015 September 10, 2018
  • 10:30

Educate clients about retirement income

58% of Canadians are worried about outliving their retirement savings

  • By: Staff
  • November 17, 2015 September 10, 2018
  • 10:41

Providing benefits is a significant cost for employers

The average cost of providing benefits for employees is $8,330, finds a Conference Board of Canada survey.

  • By: Staff
  • November 9, 2015 September 10, 2018
  • 10:02

U.S. Sen. Warren targets “lavish” perks for life insurance agents

The days of luxury vacations, golf outings, fancy dinners and diamond-encrusted rings could be over

  • By: Staff
  • October 27, 2015 September 10, 2018
  • 13:46

Changes to insurance pricing on the way

Pricing is affected by changes to long-term interest rates, taxation, legislation, demographics and economic conditions

How to talk to clients about disability

67% have not discussed the financial impacts of not working due to a disability

  • By: Staff
  • September 29, 2015 September 10, 2018
  • 10:20

Pros and cons of new life insurance rules

Changes to tax rules will impact policy owners

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

Should small businesses insure key people?

A look at the considerations and different policies

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