Investment Executive reports from the Independent Financial Brokers of Canada’s spring summit in Toronto. Among the topics discussed: CRM2; powers of attorney; and living benefits. Photo copyright: Bloomberg.
June 2, 2016
Investment Executive reports from the Independent Financial Brokers of Canada’s spring summit in Toronto. Among the topics discussed: CRM2; powers of attorney; and living benefits. Photo copyright: Bloomberg.
June 2, 2016Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later
Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most realize
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