Some interesting statistics on the decline of overall wealth in the United States between 2007-2010. Food for thought – if Canada is in a housing bubble are our finances any better prepared to weather the storm? Click here to read the article.
Top 10 Reasons You Should Sign Up For Our Newsletter
May 25, 2012
10 – It will be an excellent source of relevant; informed and interesting insurance industry updates. 9 – If you have personal or corporate insurance questions, it will provide you with many answers and ideas. 8 – The embarrassing cartoon sketches of the “contributors” alone are worth signing up for. 7 – Because unlike so […]
A brief history and encouragement
May 15, 2012
We have all marvelled at the magnificence of baronial manor houses; majestic castles and grand property holdings as we have travelled throughout various parts of the old world. Generally speaking these were all built for the few extraordinarily wealthy on the backs of inexpensive labour by the many in an age where the concept of a […]
10 questions to answer when reviewing the benefits plan offered to your employees
May 14, 2012
While there are many variables to consider when reviewing your benefits plan, we believe the following 10 questions will help guide you towards designing the right plan for your organization: What is the “Purpose” of the Plan? Do the benefits align with your company’s overall mandate? Does your company have a Benefits Philosophy? How is […]
Trigger Points
April 19, 2012
As a successful young Canadian professional buying life insurance is never at the top of your “To Do” list. You are busy and focused on moving up that corporate ladder; networking; running your social life and growing your assets. However, there are certain common life events for the young professional that should trigger you to consider an insurance […]
Advocating for clients
April 9, 2012
In our industry being an advocate for our client is of paramount importance; whether it be at the beginning of the relationship when outlining solutions to needs; whether it be during the underwriting process when health history may impact underwriter’s decisions; or whether it be at claim time to ensure the benefit is paid, ultimately finding […]
How to turn your RRSP assets into a lifetime income
March 30, 2012
Are you close to retirement and trying to determine how to turn your RRSP assets into a retirement income? Did you always want a guaranteed retirement income but never worked for a company with a defined benefit pension? Is your exposure to the fluctuations of the investment marketplace causing you to worry? If so, you […]
Why Permanent Insurance is getting more expensive
March 16, 2012
An interesting article on the forces driving the insurance companies to raise the costs of permanent insurance … How to explain insurance rate increases | Advisor.ca.
Are you one of the 8% that are prepared
January 19, 2012
Canadians ill-prepared for healthcare costs | Advisor.ca.
