Insurance

DI discussion checklist Fallback Image Decorative pattern

Industry

DI discussion checklist

Do your clients have adequate protection in the event they become ill and unable to work? If not, now may be the time to initiate a discussion with them about owning an individual disability insurance policy. Let them know where their coverage may be lacking if they are part of a group policy.

By Staff |November 23, 2011

3 min read

Pitching disability coverage Fallback Image Decorative pattern

Industry

Pitching disability coverage

Picture this: You have a client - 10 years away from retirement - who comes to you for retirement advice. You spend several hours, maybe a full day with him, going over many different retirement scenarios.

November 21, 2011

3 min read

Risk brings clients back to insurance Fallback Image Decorative pattern

Industry

Risk brings clients back to insurance

There's nothing like good a dose of market volatility to focus the minds of clients on risk management. While there are limits to the amount of protection you can place on their investment portfolios, the risks in their overall financial plan can be addressed with insurance.

By Raf Brusliow |November 18, 2011

4 min read

Canadians ill-prepared for healthcare costs Fallback Image Decorative pattern

Industry

Canadians ill-prepared for healthcare costs

Nine out of 10 Canadians anticipate financial challenges if they were to experience a major or chronic illness, but more than half are not prepared for it, according to the second annual Sun Life Canadian Health Index compiled by Ipsos Reid.

By Staff |November 16, 2011

2 min read