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Expert Advice
Working with a strong MGA partner can set up advisors for continued success
January 8, 2024
4 min read
Regulation
Draft guidance forms part of larger effort to improve industry conduct
By James Langton |November 22, 2023
2 min read
Life
Loke replaces Robert Bradley as head of the insurance regulators' association
By Staff |April 24, 2023
Protecting independence of advisors was “foremost” in the decision, BridgeForce co-presidents said
By Staff |February 2, 2023
1 min read
FSRA also reiterated that it wants clients to be protected from seg fund deferred sales charges, regardless of when the funds were purchased
By Greg Meckbach |January 20, 2023
Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness
By Melissa Shin |December 22, 2022
The regulators concluded that some incentive practices may present risks to the fair treatment of customers
By Staff |November 30, 2022
Industry
Desjardins said it plans to operate the three companies as standalone entities
3 min read
At an annual Advocis event, FSRA raised concern about sales incentives being misaligned with customer needs
By Greg Meckbach |October 27, 2022
Ivari, formerly Transamerica Life Canada, offers life insurance and critical illness products
By Rudy Mezzetta |August 26, 2022
Maria Jose Flores was named the firm's president on May 3 and remains chief compliance officer
By Daniel Calabretta |May 5, 2022
The Guardian Capital subsidiary bought the Quebec firm's life and health insurance business and seg fund assets
By Staff |October 4, 2021
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