News and resources for Canada's top financial advisors
Est. 1998
Life
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark |June 2, 2023
5 min read
Industry
Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails
By Greg Meckbach |May 29, 2023
1 min read
Advisor chargebacks need robust controls, CCIR and CISRO said
By James Langton |May 15, 2023
2 min read
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
By Michelle Schriver |May 12, 2023
Almost half of high-risk agent reviews found best-practice failures
By James Langton |May 2, 2023
Advisors should “show a less rosy picture” than the DSIR
By Greg Meckbach |April 28, 2023
3 min read
Loke replaces Robert Bradley as head of the insurance regulators' association
By Staff |April 24, 2023
Final rules for a ban beginning June 1 were sent to the finance minister for approval
By Greg Meckbach |April 19, 2023
Supervision framework “largely based on delegation to upline agents,” regulator alleged
By Greg Meckbach |April 6, 2023
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
By Melissa Shin |March 30, 2023
4 min read
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