The agreement will result in more consistent handling of consumer complaints, more effective risk surveillance and greater collaboration in addressing market conduct issues
Seniors are holding cash for the perceived safety, but they’re not only getting dismal returns today, they will get exposure to hefty taxes and probate fees in the future
The Ontario regulator aims to verify that insurance agents are meeting their licensing requirements, have valid E&O insurance and are completing their CE credits
A modern financial advisory practice should incorporate technology in ways that make it more convenient for clients to work with you
Getting started as an insurance advisor can be challenging because you are asking your clients to consider their mortality. However, an overwhelming majority of insurance advisors find their careers satisfying
With life insurance ownership levels declining, it’s critical for the insurance industry to find ways of better engaging consumers
New tech tool will give advisors an automated way of managing assets for clients who have fewer assets and require less attention
Firm promises to help clients meet their financial goals by incorporating mutual funds and ETFs into its investment plans
Single issue policies will be available to clients aged 30-85