A monitor must review the selling practices of the MGAs that recruit and supervise agents selling ivari’s products
A successful claims process begins at the time of sale, say experienced advisors
Should insurance be offered by advisors as part of a holistic financial plan or sold as a complex product by expert salespeople?
GWL's AUM dips below $1 trillion after Putnam sale
Industry and advocates say more work is needed
Provincial regulator is attempting to identify hidden risks and set a baseline for business practices
Targeted questions, simplified requirements are part of the changes
In Canada, assets under management were up 3% in 2023
Net earnings were down for the company's Canada segment
Licensee was contracted with one of three MGAs reviewed for tiered recruitment model
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