How can an IFA help balance a client’s cash flow and permanent insurance considerations?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.
Latest news in Expert Advice
How can you help your high-net-worth clients employ debt more strategically?
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.
- By: Manulife Bank
- August 30, 2021 August 30, 2021
- 07:00
What are the most common questions about the Insured Retirement Program line of credit?
Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.
- By: Manulife Bank
- August 23, 2021 September 9, 2021
- 07:00
How can life insurance lending lead to a more lucrative retirement?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.
- By: Manulife Bank
- August 18, 2021 September 9, 2021
- 07:00
What are advisors’ common misconceptions about insurance lending?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
- By: Manulife Bank
- July 28, 2021 September 9, 2021
- 07:00
Why should you incorporate insurance lending into your practice?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses why this solution can be an important part of a client’s financial…
- By: Manulife Bank
- July 21, 2021 September 9, 2021
- 07:00
How can structured notes benefit investors?
Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.
- By: Desjardins Group
- June 21, 2021 June 21, 2021
- 07:00
Why Canada Life My Term is the best term choice for your clients
Learn how Canada Life™ is making term life insurance more customizable than ever before
- By: Canada Life
- April 6, 2021 April 6, 2021
- 08:45
How can shareholder engagement drive company behaviour?
Solène Hanquier, Senior Advisor, Responsible Investment with Desjardins Global Asset Management, discusses ways to influence decisions – and action.
- By: Desjardins Group
- November 23, 2020 December 16, 2020
- 07:00
Why do companies with diverse leadership perform well?
Deborah Debas, Responsible Investment Specialist with Desjardins Group, looks at the importance of diversity and inclusion at the top.
- By: Desjardins Group
- October 26, 2020 October 27, 2020
- 08:00
Why should we bet on the circular economy?
Denis Dion, Responsible Investment Product Manager with Desjardins Group, discusses sustainable management.
- By: Desjardins Group
- September 28, 2020 October 23, 2020
- 08:45
Tackling the post-pandemic debt load
Bank of Canada launches consultation on government debt strategy
- By: James Langton
- September 16, 2020 September 16, 2020
- 10:09
How can RI support a fairer recovery?
Deborah Debas, Responsible Investment Specialist with Desjardins Group, describes how the time is right for RI to be a cornerstone as the economy rebounds.
- By: Desjardins Group
- August 17, 2020 October 23, 2020
- 08:45
How and why has RI evolved?
Deborah Debas, Responsible Investment Specialist with Desjardins Group, discusses how RI has transformed and why it’s as important as ever.
- By: Desjardins Group
- July 27, 2020 October 23, 2020
- 08:45
How can ESG integration better prepare companies, and their investors, for the future?
Denis Dion, Responsible Investment Product Manager with Desjardins Group, shares why advisors should discuss environmental, social, and governance (ESG) issues with investors.
- By: Desjardins Group
- July 6, 2020 October 23, 2020
- 08:45
What is Canada Life doing to support advisors during these uncertain times?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, shares what the company is doing to support advisors in today’s uncertain times—and beyond.
- By: Canada Life – Wealth Products
- May 7, 2020 May 1, 2020
- 08:00
What trends are you seeing that can help advisors manage their business, particularly when markets are volatile?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, discusses long-term shift towards managed solutions, and how advisors can leverage these solutions to focus on constructing resilient…
- By: Canada Life – Wealth Products
- May 6, 2020 May 1, 2020
- 08:00
How can an insurance company meet my wealth management needs?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, provides insight into how an insurance company is in a unique position to help with your wealth management…
- By: Canada Life – Wealth Products
- May 5, 2020 May 1, 2020
- 08:00
Why is Canada Life participating life insurance a good option to consider in times of market volatility?
Andrea Frossard, SVP, Par Insurance Solutions, talks about why Canada Life participating life insurance is a good option to consider in times of market volatility.
- By: Canada Life
- April 30, 2020 May 1, 2020
- 08:45
What is Canada Life doing to support clients during these uncertain times?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life can help clients keep their coverage in place and…
- By: Canada Life
- April 29, 2020 May 1, 2020
- 08:45
How is Canada Life helping advisors and their clients apply for insurance without having to meet in person?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life is helping advisors and their clients apply for insurance…
- By: Canada Life
- April 28, 2020 May 1, 2020
- 10:30