By providing a suite of support services, firms are helping advisors meet their clients’ growing needs
Aurigen Re has big plans for growth
But despite its recent financial losses, MGAs have confidence in the life insurer
Business owners and decision-makers on your roster might be looking for employee benefits
While many advisors specialize in one type of life insurance, it pays to branch out into living benefits
Regulators will soon start to look at this recommendation — and others — concerning incidental sales of insurance
Joanne Goodrich, an advisor with RBC Dominion Securities Inc. in Burlington, Ont., and her business partner, Rick Livingstone, say their 50/50 sharing model sets their business up perfectly for growth. “The perception of equity has to be there — and that we are working together,” says Goodrich. “We believe we can create more value together […]
These two DS advisors have complementary skills but share one investment philosophy
The firm is readying to launch a new guaranteed minimum withdrawal benefit product — and it’s setting lofty targets
But Transamerica Life Canada is pulling back on that business to focus on manufacturing life insurance and annuity products