In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors
PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings
The acquisition of the Calgary-based small business benefits provider was a natural fit for PPI Benefits, which provides businesses with benefits products and services
New program combines sales ideas with technical know-how
Clients will benefit from sophisticated support for risk management and estate planning
PPI launches alternative for leveraged insurance arrangements
Measures in the federal budget aim to prevent the arrangements from being used in the future
IPC and PPI have completed their strategic alliance in a bid to bring a full range of insurance products to IPC clients
LifePhases and Signature Life provide coverage that’s highest at the beginning
New formal alliance will allow Richardson GMP advisors to gain full access to the products and services available through PPI