Clients often do not fully understand the negative implications of cancelling a life insurance policy. It is your role as an advisor to ensure there is a conversation that lays out the consequences - and the alternatives
Research shows clients want a faster process
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how to remove the shame of selling life insurance.
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable - and can take advantage of a life policy as a lucrative, tax-efficient, estate planning tool
While the core concept of insurance is simple, many clients find the topic confusing and intimidating. Your role is to simplify the sales process so your clients get the coverage that's right for them
Canadians believe they need an average of $266,000 in coverage
Simplified life insurance offerings designed for younger Canadians
Advisors should find out what clients know about life insurance and why they want it
Clients would rather go to the dentist than discuss insurance
Advisors can help clients to understand the risks they face