How can a client be declined for insurance coverage by one company and yet acquire standard coverage at another company?The answer lies in the completeness and quality of information submitted by insurance advisors during the application process. Industry experts say that many insurance advisors have an inadequate understanding of the requirements of underwriters, resulting in […]
LOMA has partnered with Independent Financial Brokers (IFB) to offer online continuing education to members. IFB provides continuing education to Canada’s financial services professionals through its Summit Education program. Atlanta-based LOMA will provide IFB members access to more than 20 different LOMA courses required for Life License Continuing Education in most jurisdictions. Subjects offered include […]
Advisor education program runs to November 4
Reps in current cycle must satisfy CE requirements by Dec. 31
Series of educational events planned for major Canadian cities
Courses offered by CUSOURCE Credit Union Knowledge
$4 million set aside for research and education centre
Series aimed at helping ICPMs take advantage of growth opportunities
Program designed to help advisors transform their practice to an advice first approach
Course includes both financial planning and investment management