The key to success with CI
Use real life scenarios that clients can relate to, and avoid scare tactics when selling CI insurance
- By: Megan Harman
- July 23, 2014 October 21, 2019
- 08:25
Top Stories in In Depth
Navigating the underwriting process for CI insurance
Karen Cutler, VP and chief underwriter at Manulife Financial, discusses steps advisors can take to avoid disappointment when selling critical illness insurance. She addresses rated…
- By: Karen Cutler
- July 22, 2014 October 21, 2019
- 09:30
CI: An untapped market
Rising costs and rigorous underwriting have many advisors reluctant to sell CI, but experts say the product appeals to many clients
- By: Megan Harman
- July 22, 2014 October 21, 2019
- 09:00
Email: Keep it short
Few people have time to read — or write — a long message
- By: Tessie Sanci
- July 18, 2014 October 30, 2019
- 09:51
Don’t let your email slow you down
Four ways to prevent your inbox from hindering your productivity (hint: unsubscribe)
- By: Tessie Sanci
- July 17, 2014 October 30, 2019
- 10:00
Canada’s Anti-Spam Legislation: What is consent?
Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, explains on how to get consent under Canada’s…
- By: Patricia Chisholm, Tim Banks
- July 16, 2014 November 16, 2019
- 13:55
Organize your email
A simple system of folders can keep you in control
- By: Tessie Sanci
- July 16, 2014 October 30, 2019
- 09:45
Four steps to an organized inbox
Getting control of your email starts with a big cleanup
- By: Tessie Sanci
- July 15, 2014 October 30, 2019
- 10:30
FPSC welcomes Ontario’s promise to continue studying planner regulation
Increased clarity would protect consumers
- By: James Langton
- July 15, 2014 October 21, 2019
- 07:35
Don’t lose out on the pension income credit
RRSP withdrawals aren’t treated the same as RRIF withdrawals
- By: Jamie Golombek
- July 7, 2014 November 10, 2019
- 05:00
Seven low cost marketing strategies for rookies
Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie…
- By: Tessie Sanci, Richard Heft, Jillian Bannister
- July 3, 2014 October 30, 2019
- 10:51
CASL and social media
Consent obtained through these networks has its limits
- By: Tessie Sanci
- June 27, 2014 November 16, 2019
- 10:30
Marketing your new practice
Tell your story and define your value proposition to promote yourself early in your career
- By: Tessie Sanci
- June 26, 2014 October 30, 2019
- 15:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02