Investment Executive Special Alert

Monday May 08, 2023
Financial news you can use
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Insurance Guide
Interest-rate hikes boost annuities sales, payouts
Retired and near-retired clients are attracted by the products’ low risk and predictable income
May 8, 2023

Insurance Guide
Are rules governing seg fund sales adequate?
Regulators are drafting new guidance that may lead to revised life insurance licence requirements
May 8, 2023

Insurance Guide
Would you like insurance with that?
New Brunswick joins provinces that enable incidental insurance sales
May 8, 2023

Insurance Guide
Do insurance advisors receive enough ethics training?
The life licence course includes material on compliance and regulation, but some advisors may not be required to update their training
May 8, 2023

Insurance Guide
New insurance sales rules will create “happier” clients
Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say
May 8, 2023

News
The long road to total cost reporting
Rules take effect for the 2026 reporting year, with clients receiving disclosure in 2027
May 8, 2023


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