Life

Decorative pattern

Helping grieving clients

Did you know that the Canada Labour Code and therefore Federal jurisdictions provide only for up to 3 paid days bereavement leave?

By Helena Smeenk Pritchard |May 27, 2011

4 min read

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Canadians economical…with the truth

Canadians are fibbing, fudging and fabricating facts when filling out insurance application, according to a report released by TD Insurance today. Manitoba and Saskatchewan residents were found to be the biggest offenders, the report said. They may be among the most insured in the country, but are also the least likely to think honesty is […]

By Vikram Barhat |April 27, 2011

2 min read

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Underwriting HNW insurance clients

Health, lifestyle, travel and financial challenges make the process of underwriting insurance for high net worth (HNW) clients more complex than for middle-income earners.

By Al Emid |April 19, 2011

4 min read

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The importance of insurance for seniors

Did you know there are at least half a dozen reasons for people who are retiring or seniors to buy or continue to carry life insurance?

By Helena Smeenk Pritchard |April 18, 2011

4 min read

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Buy-sell insurance can be a tough sell

Nearly every advisor will admit they are looking to land the investment portfolios of high net worth clients, but despite this focus the market remains underserved on the insurance side. “There are more clients that are willing to write large cheques for big insurance policies than there are advisors out there willing to ask for […]

By Al Emid |April 4, 2011

4 min read

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Faceoff: Whole life or universal life?

This month’s features an insurance debate between whole life or universal life. The debate was moderated by Dean DiSpalatro and Vikram Barhat. Universal Life Subject: Brett Simpson, chairman of Rogers Financial Group and a trustee for the Institute for Advanced Financial Education What is it and who is it for? The easiest way to describe […]

April 1, 2011

11 min read

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Trouble with contestable claims

Each company has its own requirements for handling contestable claims. A member company of the Canadian Life and Health Insurance Association must also abide by the association’s code of ethics, which includes the obligation “to pay all valid claims fairly and promptly without unreasonable requirements.” Many companies are also members of the International Claim Association, which requires every company to adhere to its principles.

By Eli Wahby |April 1, 2011

7 min read

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Sun Life targets mid-size U.S. companies

The U.S. subsidiary of Sun Life Financial is continuing its expansion and repositioning in a market that has undergone several upheavals in the last two years. Medium-sized companies—those with around 3,000 employees—and smaller companies are the clients of choice for Sun Life in the U.S. This is one of the strategies implemented by Westley Thompson, […]

By Fabrice Tremblay |March 31, 2011

2 min read

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Feds launch online insurance guide

The federal agency tasked with improving consumer financial education—yes, it’s been around for a while—has launched a new online publication to improve understanding of insurance. Understanding Insurance Basics is a creation of the Financial Consumer Agency of Canada (FCAC), covering both the life and health segment, and the property and casualty industry. “Insurance is an […]

By Staff |March 24, 2011

1 min read

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The value of insuring children

Selling children's life insurance is a touchy subject for some advisors while it's a 'no brainer' for others. Just as the "I don’t believe in life insurance" objection usually means that the objector needs to have some myths or misconceptions cleared up about life insurance, the same is true for advisors who find insuring children an unpalatable subject.

By Helena Smeenk Pritchard |March 15, 2011

3 min read

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