When Brian Burlacoff recommends critical illness insurance to his clients, he speaks from experience. The product recently helped him through a potentially devastating illness
When it comes to communicating with dealers, regulators have stepped up their game; they are being more collaborative
Are you among the 40% of financial advisors who are unqualified to sell insurance? Or perhaps you hold an insurance licence but don’t use it. You could be leaving lucrative business on the table that could be scooped up by a competitor. Here are the steps
Before you can begin selling insurance to your clients, you will have to acquire the appropriate licence. Your first step is to take a life licence qualification program course, as set out by the Canadian Council of Insurance Regulators, then you must write an examination provided by a registered organization. The LLQP course is recognized […]
The so-called “Chinese wall” that separates banks from their insurance subsidiaries is about to be extended to the online world. Soon the rules pertaining to physical separation of banking and insurance businesses will extend to bank websites or “virtual branches.” It’s a minor regulatory change with a big message for banks, say insurance industry observers: […]
Helping kids with emotional problems has special rewards, say Bill Holmes and Harry Wierenga
Merger would create world’s largest venue for natural resources listings, but it may not live up to expectations
Recent startup Accretive 360 acquires Advisor Impact in an effort to enhance its newly launched matchmaking service
With less government support, New Brunswick’s economy is expected to slow. But energy and technology may offset the decline
While clients are eager to support the causes they are passionate about, advisors are reluctant to start the “giving” conversation. The best way for you to approach the subject is by talking about what interests your clients — not tax receipts