Jeff Cait | Investment Executive https://www.investmentexecutive.com/inside-track_/jeff-cait/ Canada's news source for financial professionals Tue, 14 Apr 2026 14:26:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Jeff Cait | Investment Executive https://www.investmentexecutive.com/inside-track_/jeff-cait/ 32 32 The illustration standard we promised in 1996 https://www.investmentexecutive.com/inside-track_/the-illustration-standard-we-promised-in-1996/ Tue, 14 Apr 2026 14:18:07 +0000 https://www.investmentexecutive.com/?p=536236 The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it back

The post The illustration standard we promised in 1996 appeared first on Investment Executive.

]]> The in-force servicing gap is a design problem https://www.investmentexecutive.com/inside-track_/jeff-cait/the-in-force-servicing-gap-is-a-design-problem/ Tue, 07 Apr 2026 14:05:01 +0000 https://www.investmentexecutive.com/?p=535630 Here is what it costs consumers — and what a practice standard could look like

The post The in-force servicing gap is a design problem appeared first on Investment Executive.

]]> The math of life insurance pt. 2 https://www.investmentexecutive.com/inside-track_/jeff-cait/the-math-of-life-insurance-math-pt-2/ Tue, 24 Mar 2026 05:13:46 +0000 https://www.investmentexecutive.com/?p=534573 Thinking about life insurance as a portfolio of products, and three client service best practices

The post The math of life insurance pt. 2 appeared first on Investment Executive.

]]> The math of life insurance pt. 1 https://www.investmentexecutive.com/inside-track_/the-math-of-life-insurance-math-pt-1/ Mon, 23 Mar 2026 15:20:23 +0000 https://www.investmentexecutive.com/?p=534501 Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it

The post The math of life insurance pt. 1 appeared first on Investment Executive.

]]> You need a better Reason Why letter https://www.investmentexecutive.com/inside-track_/jeff-cait/you-need-a-better-reason-why-letter/ Wed, 11 Mar 2026 17:27:26 +0000 https://www.investmentexecutive.com/?p=533609 Life insurance consumers deserve to know what they bought — and how it compares with other options

The post You need a better Reason Why letter appeared first on Investment Executive.

]]>