The digital documents will be available first to clients who apply for insurance using the Fast & Full electronic life insurance application, then expanded this spring
There are big challenges related to doing this, but it ensures applications are processed quicker and could also help advisors identify sales opportunities
Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
Genetic testing could open a Pandora’s box, some warn
Scott Findlay, the new head of the IFB, says that maintaining the independence of financial advisors is crucial to ensuring that clients have the best options in product choice and advisor compensation
Some firms are dropping more and more of their smallest clients. Other firms adamantly oppose the practice
Budget 2017 puts the public transit tax credit, the deduction on employee home-relocation loans and others on the chopping block
Budget 2017 proposes to replace the three existing caregiver credits with a single, new, non-refundable Canada caregiver credit to make the system less complex