Errors and omissions insurance is necessary to protect consumers: FSCO
Consumers expect to get instantaneous service and information from companies online, particularly via mobile devices
Industry panel debates the best approach for advisors and firms to take
Many advisors are failing to appropriately document sales activities
Employer discovered issues with handling of client funds
The project is integrating the current Life Licence Qualification Program and Quebec programs
The new testing system could lead to higher costs, less agents, and less people buying life insurance, according to Primerica
Clients will benefit from sophisticated support for risk management and estate planning
Insurance companies hold valuable information about your clients and your in-force policies. Harnessing that and other information can help you anticipate your clients' needs and increase your business
Superintendent rules agent banned by MFDA be supervised by another agent for 24 months