Keyword: Insurance advisors

143 results found

Focusing your insurance business on a single profession has many advantages. You can build your client base by becoming an expert in the needs of one group, streamline your sales pitch and develop more loyal clients

Part-time agent’s improper use of database results in 18-month suspension

Business owners represent a lucrative niche market for insurance advisors. But serving this market requires specialized knowledge of taxes and the planning tools companies use to ensure continuity

Ontario man charged with fraud

Focusing your insurance practice on a narrow target market makes you the go-to person for members of your niche. Specializing can improve the quality of service you provide and make your practice more profitable

Board members to examine potential sale of the company

Regulators have begun taking steps to level out the requirements across the financial services industry

Ontario man failed to disclose previous investment industry sanctions

Insurance Council rules agent made inappropriate investment recommendations to a client

Court rules insurance broker joined Prolink Network and then violated contract