Insurance Guide – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 31 May 2024 20:44:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Insurance Guide – Investment Executive https://www.investmentexecutive.com 32 32 Closing the gaps in insurance regulation https://www.investmentexecutive.com/newspaper_/insurance-guide/closing-the-gaps-in-insurance-regulation/ Mon, 13 May 2024 04:13:00 +0000 https://www.investmentexecutive.com/?p=485266 Provincial authorities are targeting licensing exam security, MGAs, seg fund disclosures and other issues

The post Closing the gaps in insurance regulation appeared first on Investment Executive.

]]> ALDAs protect against longevity risk https://www.investmentexecutive.com/newspaper_/insurance-guide/aldas-protect-against-longevity-risk/ Mon, 13 May 2024 04:12:00 +0000 https://www.investmentexecutive.com/?p=485264 Introduced in the 2019 federal budget, these annuities provide income beginning as late as age 85

The post ALDAs protect against longevity risk appeared first on Investment Executive.

]]> How to help families through death claims https://www.investmentexecutive.com/newspaper_/insurance-guide/how-to-help-families-through-death-claims/ Mon, 13 May 2024 04:11:00 +0000 https://www.investmentexecutive.com/?p=485263 A successful claims process begins at the time of sale, say experienced advisors

The post How to help families through death claims appeared first on Investment Executive.

]]> An advisor’s role in underwriting https://www.investmentexecutive.com/newspaper_/insurance-guide/an-advisors-role-in-underwriting/ Mon, 13 May 2024 04:09:00 +0000 https://www.investmentexecutive.com/?p=485261 Exercising care, concern and consistency can help you provide your clients with a positive experience and the coverage they need

The post An advisor’s role in underwriting appeared first on Investment Executive.

]]> Two sides of the insurance sales debate https://www.investmentexecutive.com/newspaper_/insurance-guide/two-sides-of-the-insurance-sales-debate/ Mon, 13 May 2024 04:05:00 +0000 https://www.investmentexecutive.com/?p=485257 Should insurance be offered by advisors as part of a holistic financial plan or sold as a complex product by expert salespeople?

The post Two sides of the insurance sales debate appeared first on Investment Executive.

]]> Insurance: An industry in transition https://www.investmentexecutive.com/newspaper_/insurance-guide/insurance-an-industry-in-transition/ Mon, 13 May 2024 04:03:00 +0000 https://www.investmentexecutive.com/?p=485255 As regulatory oversight increases, advisors grapple with succession, financial planning and independence

The post Insurance: An industry in transition appeared first on Investment Executive.

]]> A strategy for assessing insurance suitability https://www.investmentexecutive.com/newspaper_/insurance-guide/a-strategy-for-assessing-insurance-suitability/ Mon, 13 May 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=485253 A sneak peek at an upcoming CE course shows three time frames are key to recommendations

The post A strategy for assessing insurance suitability appeared first on Investment Executive.

]]> Guiding clients through a CI claim https://www.investmentexecutive.com/newspaper_/insurance-guide/guiding-clients-through-a-ci-claim/ Mon, 13 May 2024 04:00:00 +0000 https://www.investmentexecutive.com/?p=485252 Balancing immediate needs with long-term expenses is key to using the payout effectively

The post Guiding clients through a CI claim appeared first on Investment Executive.

]]> Interest-rate hikes boost annuities sales, payouts https://www.investmentexecutive.com/newspaper_/insurance-guide/interest-rate-hikes-boost-annuities-sales-payouts/ Mon, 08 May 2023 04:10:00 +0000 https://www.investmentexecutive.com/?p=464685 Retired and near-retired clients are attracted by the products’ low risk and predictable income

The post Interest-rate hikes boost annuities sales, payouts appeared first on Investment Executive.

]]> Are rules governing seg fund sales adequate? https://www.investmentexecutive.com/newspaper_/insurance-guide/are-rules-governing-seg-fund-sales-adequate/ Mon, 08 May 2023 04:09:00 +0000 https://www.investmentexecutive.com/?p=464687 Regulators are drafting new guidance that may lead to revised life insurance licence requirements

The post Are rules governing seg fund sales adequate? appeared first on Investment Executive.

]]>