Lower court ruled widow entitled to cancel policy switch, collect $1.3M payout
Clients may also be eligible for DTC, RDSP and not know it
RLIS is pending approval under Ontario's title protection, the credentialing body says
Permanent insurance also has a host of other tax benefits
A monitor must review the selling practices of the MGAs that recruit and supervise agents selling ivari’s products
A successful claims process begins at the time of sale, say experienced advisors
Should insurance be offered by advisors as part of a holistic financial plan or sold as a complex product by expert salespeople?
GWL's AUM dips below $1 trillion after Putnam sale
Industry and advocates say more work is needed
Provincial regulator is attempting to identify hidden risks and set a baseline for business practices