Insurance Guide 2024

We look at suitability, underwriting, insurance sales and much more in this year’s edition

May 12, 2024

Closing the gaps in insurance regulation

Provincial authorities are targeting licensing exam security, MGAs, seg fund disclosures and other issues

  • May 13, 2024 May 10, 2024
  • 00:13

ALDAs protect against longevity risk

Introduced in the 2019 federal budget, these annuities provide income beginning as late as age 85

  • 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

  • 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

  • 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?

  • 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

  • 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

  • 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

  • May 13, 2024 May 10, 2024
  • 00:00