Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses how life insurance protects clients from three risks in life: living too long; dying too soon or becoming disabled. He explains how focusing on these three classic risks will benefit clients and help advisors boost their insurance sales. He spoke 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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office