Insurance

Check clients’ insurance before travelling

For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.

By David Wm. Brown |October 3, 2014

3 min read

Industry

BMO Insurance changes guaranteed funds

BMO Insurance is changing its guaranteed investment funds.

By Staff |October 1, 2014

1 min read

Industry

Many will travel this winter

More than one-third of Canadians will seek to escape frigid temperatures

By Staff |September 22, 2014

2 min read

Life

Leverage insurance policies for yield

Use immediate leveraging with insurance in a low-rate environment.

By Pierre Ghorbanian |September 22, 2014

5 min read

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read

Insurance

Check clients’ insurance before travelling

BMO Insurance changes guaranteed funds

Many will travel this winter

Leverage insurance policies for yield

Desjardins Insurance enhances Helios2

BMO’s new insurance policies aimed at younger clients

7 answers from CRA on insurance and tax

Standard Life will move to England if Scotland secedes

Handling life insurance proceeds

Shield insurance proceeds from U.S. estate tax