Mark Halpern, certified financial planner and president of illnessPROTECTION.com, explains the importance of discussing long-term care insurance with your clients, and who will most benefit from this type of product. He spoke with Megan Harman, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Panel dismisses call for stronger deterrence given risks posed by crypto, social media
The move is expected to reduce delays, simplify the banking complaints system