Letters of engagement and detailed notes offer key protection from client complaints
- By: Stephen Rotstein
- June 4, 2012 October 30, 2019
- 10:45
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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The province’s 2007 decision rested on reasons that no longer apply
Those who stick with traditional sales techniques will not — your clients already know more than you think
With departure, the country may give up some leverage over prices