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Help clients with disabilities

One-in-three workers will experience a period of disability that lasts more than 90 days. See how one advisor helps these clients.

  • By: Staff
  • September 23, 2014 August 21, 2018
  • 10:26

Many will travel this winter

More than one-third of Canadians will seek to escape frigid temperatures

  • By: Staff
  • September 22, 2014 September 10, 2018
  • 11:36

Leverage insurance policies for yield

Use immediate leveraging with insurance in a low-rate environment.

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in…

Canadians question effectiveness of insurance

Canadians aren’t convinced that their life insurance policies will be there for them in times of need, says a BMO Insurance survey.

  • By: Staff
  • July 16, 2014 August 21, 2018
  • 09:52

Insurers make business easier for advisors

Great-West Life, London Life and Canada Life are making changes that'll help streamline new insurance applications and processing.

  • By: Staff
  • July 15, 2014 August 21, 2018
  • 05:59

Insurers shouldn’t ask for genetic test results

The Office of the Privacy Commissioner of Canada is urging the life and health insurance industry to call on its members to refrain from asking…

  • July 10, 2014 August 21, 2018
  • 11:51

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

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