Advisors can help clients apply for the new guaranteed life products using the platform, which also has tools for generating quotes and managing client appointments
The association’s response to the CCIR’s strategic plan recommends that regulators implement a mandatory rule for advisors to conduct a needs analysis for all clients
Applications for term life insurance up to $1 million without blood, urine and other biometric data is now available for those up to age 45
New TD survey finds that life insurance takes a backseat to managing day-to-day expenses, paying down debt, saving for a house and saving for retirement
New process will no longer require medical tests for certain applicants and allow advisors to confirm policy approval for almost half of their clients instantly at the point of sale
Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada
Court decision means a former spouse loses access to life insurance proceeds because of change to beneficiary in ex-spouse's policy
Survey data indicate that DIY investors are a potential source of clients for insurance advisors
The digital documents will be available first to clients who apply for insurance using the Fast & Full electronic life insurance application, then expanded this spring
Talking to millennials about insurance