Universal life insurance – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 12 Jul 2024 18:31:47 +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 Universal life insurance – Investment Executive https://www.investmentexecutive.com 32 32 SCC denies appeal of life policy ruling https://www.investmentexecutive.com/news/from-the-regulators/scc-denies-appeal-of-life-policy-ruling/ Fri, 12 Jul 2024 18:31:47 +0000 https://www.investmentexecutive.com/?p=489280 Lower court ruled widow entitled to cancel policy switch, collect $1.3M payout

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]]> 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

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]]> 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

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]]> Review of multi-level-marketing MGAs results in enforcement for 65 life agents https://www.investmentexecutive.com/news/industry-news/review-of-multi-level-marketing-mgas-results-in-enforcement-for-65-life-agents/ Tue, 03 Oct 2023 19:52:00 +0000 https://www.investmentexecutive.com/?p=472536 The clampdown includes the sale of unsuitable universal life policies

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]]> Saskatchewan ruling a relief for insurers, DBRS says https://www.investmentexecutive.com/news/research-and-markets/saskatchewan-ruling-a-relief-for-insurers-dbrs-says/ Wed, 20 Mar 2019 16:11:24 +0000 https://www.investmentexecutive.com/?p=378721 Court ruling found that universal life policies can't be used for unlimited deposits

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]]> Manulife to increase premiums for UL policies https://www.investmentexecutive.com/news/products/manulife-to-increase-premiums-for-ul-policies/ Thu, 31 Aug 2017 20:45:00 +0000 https://www.investmentexecutive.com/uncategorized/manulife-to-increase-premiums-for-ul-policies/ Level cost of insurance rates on new UL insurance products will increase by varying amounts, with the most significant impact being on limited pay policies

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]]> Mistakes to avoid with universal life https://www.investmentexecutive.com/in-depth_/special-reports/mistakes-to-avoid-with-universal-life/ Wed, 05 Apr 2017 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/mistakes-to-avoid-with-universal-life/ Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans

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]]> The role for universal life https://www.investmentexecutive.com/in-depth_/special-reports/the-role-for-universal-life/ Tue, 04 Apr 2017 20:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-role-for-universal-life/ Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients

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]]> The great universal life debate https://www.investmentexecutive.com/in-depth_/special-reports/the-great-universal-life-debate/ Tue, 04 Apr 2017 19:15:00 +0000 https://www.investmentexecutive.com/uncategorized/the-great-universal-life-debate/ As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio

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]]> Universal Life: Past, Present and Future https://www.investmentexecutive.com/tools_/webinars/universal-life-past-present-and-future/ Mon, 27 Mar 2017 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/universal-life-past-present-and-future/ Understanding universal life insurance and how it is evolving for the benefit of your clients and your practice

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