Part one of this two-part series highlights factors that have contributed to a decline in life insurance ownership levels. Part two outlines strategies advisors can use to help Canadians get the coverage they need. Learn more strategies in a video featuring Chris Karram, co-CEO with SafeBridge Financial Group, and in a webinar featuring Rick Forchuk, distribution consultant, distribution practices with Empire Life Insurance Co.
July 31, 2015Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
The middle market is underserved and underinsured
Why many Canadians are lacking the protection they need, and how advisors can help
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more