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Couple getting financial retirement advice from consultant at home

Advisors should be as thorough as possible when going through insurance applications with a client

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

The US$4.3-billion deal is expected to close in the first half of 2024

Business people shaking hands

Both companies said there was no guarantee that an agreement will be reached

Bank buildings

Tim Johal of Mackenzie investments says Canadian banks are better risk managers, more profitable, more predictable and less volatile

five star rating

Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say

Wheelchair

One in 10 Canadians, many lacking employer-sponsored disability coverage, work in the gig economy

Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance

man being rescued by lifeboat

New guidance encourages insurance industry to accommodate financially stressed clients

merger

Provincial regulation increasingly tracks federal rules, but gaps remain

Couple getting financial retirement advice from consultant at home

The regulators concluded that some incentive practices may present risks to the fair treatment of customers

  • By: IE Staff
  • November 30, 2022 November 30, 2022
  • 16:04