Léo Grépin takes over from Claude Accum on Dec. 31
This article explores a way to modernize term conversations by using the concept of human capital. Easy for clients to grasp, human capital offers a straightforward way to calculate term insurance need.
Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).
Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.
Supreme Court denies insurer’s bid to appeal the ruling that certified the class action
Permanent life insurance – an asset class that can play a number of roles in a client portfolio.
Answering important client questions & explaining financial strategies
Shielding savings and keeping clients on the right financial track
We’ve taken a client-first approach to enhancing Sun Critical Illness Insurance. Now’s a great time to talk to clients about critical illness coverage.
In a word: yes. And not just because of the credits.
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