Simplicity, guarantees and freedom from market fluctuations make whole life appealing to many clients
Clients are moving away from hybrid products and back into traditional policies
Some clients get nervous during periods of turbulence. Keep them focused on the long term
Region’s growing strength is evident in the speed of its economic recovery, which was much faster than that of the developed world
It’s crucial to prepare for interviews in advance and ensure that connecting with the client, not just landing business, is the goal
For staff meetings to be effective, they must be well organized, well led and stay to the predetermined time allotted
New book uses case-study format and worksheets to guide you through the stages of your practice
Rising demand for natural resources and consumer goods will fuel expansion
Advantages over traditional RRSPs include higher contribution limits and measurable tax benefits, among others
The various reforms that the federal government proposed earlier this year “better reflect the many paths people take to retirement”