During this holiday season, we invite you to read or re-read our in-depth insurance reports that contain interviews and analyses of current industry trends.
Here are two reports, available exclusively to our PRO subscribers:
It’s time to plan your exit strategy
Planning an exit strategy protects both advisors and their clients.
To learn more:
It’s time to plan your exit strategy
Gift planners respond to regulatory scrutiny of insurance donations
The Canadian Association of Gift Planners introduced guidelines for donors, advisors, charities and insurance companies.
To learn more:
Gift planners respond to regulatory scrutiny of insurance donations
