Jim Ruta
Ruta: Insurance sales before financial planning
- By: Jim Ruta
- April 1, 2011 October 31, 2019
- 08:31
43% of Canadians found it hard to see the value of a financial plan: KPMG
Pay attention to financial compatibility, debt and spousal definitions
Focused sessions and visual tools helps this financial planner guide clients
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
The increase helped bring the pension fund's net assets to $777.5B
Insurer, MGA fined a total of $115K for paying commissions
It was the highest level of sales since February