Insurance advisors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 09 Jul 2024 23:37:57 +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 advisors – Investment Executive https://www.investmentexecutive.com 32 32 FSRA refuses licence over false CE certificates https://www.investmentexecutive.com/news/from-the-regulators/fsra-refuses-licence-over-false-ce-certificates/ Mon, 10 Jun 2024 20:24:51 +0000 https://www.investmentexecutive.com/?p=487432 Agent deemed unsuitable after deceiving regulators about continuing education

The post FSRA refuses licence over false CE certificates 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.

]]> 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.

]]> Former fund rep fined, banned for fraud https://www.investmentexecutive.com/news/from-the-regulators/former-fund-rep-fined-banned-for-fraud/ Thu, 18 Apr 2024 18:24:02 +0000 https://www.investmentexecutive.com/?p=484291 Retirees duped by fake investment for almost a decade, SRO finds

The post Former fund rep fined, banned for fraud appeared first on Investment Executive.

]]> The good and the bad of MGA tech support for advisors https://www.investmentexecutive.com/newspaper_/news-newspaper/the-good-and-the-bad-of-mga-tech-support-for-advisors/ Mon, 12 Feb 2024 05:15:00 +0000 https://www.investmentexecutive.com/?p=479833 Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

The post The good and the bad of MGA tech support for advisors appeared first on Investment Executive.

]]> Insurance advisors share industry sentiment and needs (charts) https://www.investmentexecutive.com/in-depth_/special-reports/insurance-advisors-share-industry-sentiment-and-needs-charts/ Mon, 12 Feb 2024 05:14:50 +0000 https://www.investmentexecutive.com/?p=479882 Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

The post Insurance advisors share industry sentiment and needs (charts) appeared first on Investment Executive.

]]> Are insurance advisors paid properly? https://www.investmentexecutive.com/newspaper_/news-newspaper/are-insurance-advisors-paid-properly/ Mon, 12 Feb 2024 05:13:00 +0000 https://www.investmentexecutive.com/?p=479832 Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation

The post Are insurance advisors paid properly? appeared first on Investment Executive.

]]> Insurance advisors generally satisfied with support from carriers, agencies https://www.investmentexecutive.com/newspaper_/news-newspaper/insurance-advisors-generally-satisfied-with-support-from-carriers-agencies/ Mon, 12 Feb 2024 05:12:00 +0000 https://www.investmentexecutive.com/?p=479835 Some areas, such as tax and estate planning, showed room for improvement

The post Insurance advisors generally satisfied with support from carriers, agencies appeared first on Investment Executive.

]]> Insurance advisors need ample coaching and tools https://www.investmentexecutive.com/news/industry-news/insurance-advisors-need-ample-coaching-and-tools/ Mon, 12 Feb 2024 05:10:42 +0000 https://www.investmentexecutive.com/?p=480170 MGAs and carriers are revamping their support programs in response

The post Insurance advisors need ample coaching and tools appeared first on Investment Executive.

]]> What happens if FSRA finds a life agent unsuitable https://www.investmentexecutive.com/news/industry-news/what-happens-if-fsra-finds-a-life-agent-unsuitable/ Wed, 17 Jan 2024 20:27:06 +0000 https://www.investmentexecutive.com/?p=478812 The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday

The post What happens if FSRA finds a life agent unsuitable appeared first on Investment Executive.

]]>