Insurance

Decorative pattern

Living Benefits

Earn client trust on CI’s finer points

Worried patients take extra comfort with a doctor who appears fully conversant in all of the implications of the latest drugs. So too, an insurance broker’s clients and potential clients will be more comfortable with critical illness insurance if the broker demonstrates up-to-date knowledge of all clauses, especially those most relevant to their situations. Several […]

By Al Emid |October 25, 2010

4 min read

Decorative pattern

Choosing the right CRM

We often take for granted the huge role technology plays in our lives; that is, until an issue threatens to disrupt the entire way we do business. It was December 2009 when our CRM software provider made the call to us. The shock was profound when they informed us they were no longer supporting our […]

By David Wm. Brown |October 1, 2010

3 min read

Decorative pattern

Market Insights

P.M. market data for August 27, 2010

North American markets Back to Top Close Change YTD Dow Jones 10,150.65 +164.84 or +1.65% -2.66% S&P 500 1,064.59 +17.37 or +1.66% -4.53% NASDAQ 2,153.63 +34.94 or +1.65% -5.09% TSX 11,879.72 +226.54 or +1.94% +1.14% International markets Back to Top Close Change YTD Nikkei 8,991.06 +84.58 or +0.95% -14.75% Hang Seng 20,597.35 -14.71 or -0.07% […]

By Staff |August 27, 2010

1 min read

Decorative pattern

Briefly: “Desjardins names new wealth head” and more news

Denis Berthiaume will join the Desjardins Group as senior vice-president and general manager of wealth management and life and health insurance, commencing September 7. Berthiaume will succeed Bruno Morin, who will retire on December 31, after 38 years with the firm. Berthiaume will manage a team of about 4,800 people that handle manufacturing, life and […]

By Staff |August 20, 2010

2 min read

Decorative pattern

Plan for rising medical costs

When your clients envision old age, they may think about cruise vacations, leisurely visits to a market, and generally leading a healthy life. There is something fundamentally wrong with this picture. It doesn’t make allowances for the unpredictability of life. The truth is, they could well be restricted to a wheelchair staring out the window, […]

By Staff |August 17, 2010

4 min read

Decorative pattern

Proposal could shrink insurance shelf

Canadian advisors may have fewer insurance options at their disposal in the future, as proposed accounting standards could make long-duration, investment-based contracts less attractive to carriers. While the International Financial Reporting Standards (IFRS) are set to come into force in January 2011, this set of rules is not the culprit. Yet. The financial services sector […]

By Steven Lamb |August 10, 2010

3 min read

Decorative pattern

Benefits benchmarking

A generation ago, benefits plans were a different animal. One-size-fits-all plans were the norm and the offloading of health costs by governments had yet to begin in earnest. Employers offered simpler plans for a simpler world. Fast-forward to today, and the benefits landscape has changed. Many costs have shifted from the public to the private […]

By Dave Jones |July 29, 2010

5 min read

Decorative pattern

Doubt and designations

The recent spotlight on financial products hasn’t been limited to complex mortgage-backed products. Insurance-based products have had their share of recent attention, especially when it comes to beneficiary designations. Several court cases involving beneficiary designation disputes underscore the importance of reviewing these designations and ensuring that they are up-to-date and in accordance with a client’s […]

By David Wm. Brown |July 12, 2010

9 min read

Decorative pattern

Preventing beneficiary disputes

The recent spotlight on financial products hasn’t been limited to complex mortgage-backed products. Insurance-based products have had their share of recent attention, especially when it comes to beneficiary designations. Several court cases involving beneficiary designation disputes underscore the importance of reviewing these designations and ensuring that they are up-to-date and in accordance with a client’s […]

By David Wm. Brown |June 29, 2010

9 min read

Decorative pattern

Understanding sleep apnea

Although the first detailed description of obstructive sleep apnea (OSA) only appeared in the 1960s, its characteristics were described well before this in the works of Shakespeare and Dickens. The best known of these descriptions is Dickens’ portrayal of Joe, the sleepy fat servant boy of The Pickwick Papers (1837). ‘Fat Joe’ had such excessive […]

By Carmela Tedesco |June 3, 2010

6 min read

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