Part one of this two-part series highlights factors that have contributed to a decline in life insurance ownership levels. Part two outlines strategies advisors can use to help Canadians get the coverage they need. Learn more strategies in a video featuring Chris Karram, co-CEO with SafeBridge Financial Group, and in a webinar featuring Rick Forchuk, distribution consultant, distribution practices with Empire Life Insurance Co.
July 31, 2015Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
The middle market is underserved and underinsured
Why many Canadians are lacking the protection they need, and how advisors can help
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
