Using friend’s credit card to pay client’s premium backfires

Supervision, remedial course work and costs follow decision to “help” client.

LIFE INSURANCE | March 25 2024 04:23PM
Supervision and remedial coursework ordered for unsuitable policies

Agent tells family their existing policies needed to be replaced for mortgage eligibility.

LIFE INSURANCE | January 31 2024 04:08PM
Canadian Investment Regulatory Organization recognized as a credentialling body

Regulators work together on title protection to eliminate regulatory duplication.

INVESTMENT | January 25 2024 10:55AM
Interest rates: A selling point for credit insurance

Economists see them declining, but caution it will be a long process.

LIFE INSURANCE | January 17 2024 09:29AM
Advocis’ president and CEO “left the organization”

The Financial Advisors Association of Canada announced it earlier today.

LIFE INSURANCE | September 13 2023 05:05PM
Advocis assures members it’s taking steps for a strong comeback

Company letter follows news of liquidity steps taken as a result of dismal 2022 results.

INVESTMENT | August 30 2023 10:15AM
Advocis says financial advisors have a bigger role to play in the current market

Consultants can act as financial literacy guides and strategists.

LIFE INSURANCE | August 29 2023 10:50AM