Closing the gaps in insurance regulation
Provincial authorities are targeting licensing exam security, MGAs, seg fund disclosures and other issues
Latest news in Insurance Guide
ALDAs protect against longevity risk
Introduced in the 2019 federal budget, these annuities provide income beginning as late as age 85
- By: Renée Sylvestre-Williams
- May 13, 2024 May 10, 2024
- 00:12
How to help families through death claims
A successful claims process begins at the time of sale, say experienced advisors
- By: Kelsey Rolfe
- May 13, 2024 May 10, 2024
- 00:11
An advisor’s role in underwriting
Exercising care, concern and consistency can help you provide your clients with a positive experience and the coverage they need
- By: Jonathan Got
- May 13, 2024 May 10, 2024
- 00:09
Two sides of the insurance sales debate
Should insurance be offered by advisors as part of a holistic financial plan or sold as a complex product by expert salespeople?
- By: Allan Janssen
- May 13, 2024 May 10, 2024
- 00:05
Insurance: An industry in transition
As regulatory oversight increases, advisors grapple with succession, financial planning and independence
- By: Michelle Schriver
- May 13, 2024 May 10, 2024
- 00:03
A strategy for assessing insurance suitability
A sneak peek at an upcoming CE course shows three time frames are key to recommendations
- By: Michelle Schriver
- May 13, 2024 May 10, 2024
- 00:01
Guiding clients through a CI claim
Balancing immediate needs with long-term expenses is key to using the payout effectively
- By: Jonathan Got
- May 13, 2024 May 10, 2024
- 00:00
Interest-rate hikes boost annuities sales, payouts
Retired and near-retired clients are attracted by the products’ low risk and predictable income
- By: Dwarka Lakhan
- May 8, 2023 May 5, 2023
- 00:10
Are rules governing seg fund sales adequate?
Regulators are drafting new guidance that may lead to revised life insurance licence requirements
- By: Greg Meckbach
- May 8, 2023 May 9, 2023
- 00:09
Would you like insurance with that?
New Brunswick joins provinces that enable incidental insurance sales
- By: Michael McKiernan
- May 8, 2023 May 5, 2023
- 00:08
Do insurance advisors receive enough ethics training?
The life licence course includes material on compliance and regulation, but some advisors may not be required to update their training
- By: Greg Meckbach
- May 8, 2023 May 5, 2023
- 00:07
New insurance sales rules will create “happier” clients
Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say
- By: Todd Humber
- May 8, 2023 May 8, 2023
- 00:06
The next frontier in digitization
Lifecos' main digitization priorities are in sales, underwriting and on high-volume health claims
- By: Greg Meckbach
- June 13, 2022 August 4, 2022
- 00:07
Step up customer engagement with wearables
Health monitoring technology can help you offer additional value beyond the death benefit
- By: Greg Meckbach
- June 13, 2022 August 4, 2022
- 00:06
Entrepreneurs face key choices with critical illness insurance
Tax factors may influence whether a policy is owned corporately or personally
- By: Jeff Buckstein
- June 13, 2022 June 21, 2022
- 00:05
Help your client understand par policy dividends
Being clear about the dividend scale is part of the conversation
- By: Michelle Schriver
- June 14, 2021 June 14, 2021
- 00:17
Seg funds 101
Learn the pros, cons and intricacies of these often misunderstood products
- By: Susan Goldberg
- June 14, 2021 June 14, 2021
- 00:16
Cascading wealth
Boomers are using permanent life insurance to leave a multigenerational legacy
- By: Brynna Leslie
- June 14, 2021 June 14, 2021
- 00:15
How insurance-tracking shares can help with estate planning
Consider this strategy for business-owner clients who have whole life insurance
- By: Rudy Mezzetta
- June 14, 2021 June 14, 2021
- 00:14
Due diligence is essential when buying an insurance book
Carefully examine a book’s attributes and product mix before purchasing
- By: Jeff Buckstein
- June 14, 2021 June 14, 2021
- 00:13
On the precipice of change
Faced with low interest rates and a global pandemic, the life insurance sector will continue to evolve to meet advisors' expectations
- By: Dwarka Lakhan
- June 5, 2020 November 4, 2022
- 00:14
Insurance oversight evolves
Regulators aim to improve consumer protection while reducing the regulatory burden
- By: James Langton
- June 5, 2020 June 10, 2020
- 00:13
Time to harmonize CE requirements?
Differing rules among provinces pose problems for course providers and agents
- By: Greg Dalgetty
- June 5, 2020 June 16, 2020
- 00:12
Digital aspirations in insurance
Technological investment is key to future growth, says Canada Life advisory executive
- By: Michelle Schriver
- June 5, 2020 June 2, 2020
- 00:11