Declining number of life insurance policies sold: missed opportunity or a natural market evolution?

The number of life insurance policies being sold in Canada has fallen to depths unseen in years and both the industry an…

HEALTH | October 22 2015 07:00AM
Mother and son share passion for holistic financial planning

Lise Andreana wept when she heard her son Peter was following in her financial planning footsteps – but they weren’t tea…

HEALTH | September 19 2013 08:05PM
Life insurance strategies help wealthy clients leave a legacy

Insurance strategies provide excellent opportunities for advisors to connect with high net-worth clients. Life insurance…

HEALTH | April 18 2013 02:55PM
Uncertainty means retirees will have to be flexible about lifestyle

Most Canadians can erase the image of being rich in retirement, a conference on pensions and benefits was told last spri…

LIFE INSURANCE | September 14 2012 02:02PM
Process driven approach underlies success

Clear, consistent business processes bring assured success, according to Nelson Simoes, one of approximately 65 advisors…

LIFE INSURANCE | November 18 2007 03:51PM