Yet with the superior resources of their firms, brokers hold the cards when it comes to stability, consumer advertising and sales support
It is not about the quantity of ongoing training or the variety available; it is all about the quality
Older advisors may scoff at these aids, but support is needed to help draw more people into the industry
Some firms are willing to train raw recruits, while others insist on experience and minimum book sizes
In the absence of support, many advisors turn to product suppliers for answers to clients’ questions
Regardless of their career channels, all complain about their legal and compliance departments but couldn’t operate without them
Yet there is a growing consensus that a single platform would be better, as MFDA firms make IDA platform available to advisors
Equities more popular among highest-income earners
As advisors grow older, companies have to figure out how to let them go while hanging on to their clients
Slicing and dicing the statistics from 1,430 advisors surveyed in the Report Cards
The lack of clarity from Ottawa regarding the tax treatment of critical illness insurance with return-of-premium options can be particularly problematic for advisors who sell…
The insurance industry is continuing to lobby the federal Department of Finance for clarification of the tax treatment of critical illness insurance return-of-premium options. The…
Lawyer harold geller of Ottawa recently received a telephone call from an advisor who had sold long-term disability insurance to a client but had not…
When sean david’s application for critical illness insurance was denied, his insurance advisor called him simply to say he was sorry. The advisor offered no…
Not all contractsfor critical illness insurance are the same — especially now that insurers are increasing premiums while tweaking the coverage and adding features to…
Kim stanley doesn’t think critical illness insurance should be a tough sell. The 44-year- old consultant and president of The Canadian Living Benefits Centre Ltd.…
You can protect your client from whopping vet bills, and while commissions for selling it are thin, they do exist
Here are some tips from Cheryl Vardon, of Hicks Financial Solutions in Halifax, and Lou Caci, of BMO Nesbitt Burns Inc. in Winnipeg, to help…