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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

Snowbirds leave insurance up in the air

Do your snowbird clients have up to date insurance to protect them during their southern stay?

  • By: Staff
  • May 20, 2014 September 10, 2018
  • 05:55

Help a client without travel insurance

Tips on what to do

Donate life insurance, save tax

Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving…

Manulife simplifies UL, changes advisor comp

Manulife Financial is releasing a new UL product next month, and says it has the industry’s lowest average investment fees.

RBC Insurance lowers some DI rates

RBC Insurance is revising rates for its individual disability insurance products

  • By: Staff
  • April 7, 2014 September 10, 2018
  • 11:19

Help a client who’s lost insurance paperwork

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she…

Equitable Life launches new term insurance

Equitable Life of Canada has announced the introduction of Term 30/65, an addition to its term life insurance lineup.

  • By: Staff
  • March 25, 2014 August 21, 2018
  • 05:59

Tax consequences of transferring life insurance

Breaks are available for qualifying clients

Account properly for corporate-owned life insurance

Here’s what you need to know

Insurance companies look to thwart re-signing rush

Firms are introducing new policies to hold onto clients

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