Financial Advisors

People-Shaking-Hands

10 Ways to Increase Your Life Insurance Sales

When I started in the insurance industry in 1993, it was a much different environment. There was much less noise and people were more likely to listen.  I was 24 at the time and my natural market was very limited; most of my friends were just graduating from University, had limited incomes, and most were...
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How To Enhance The Client Experience

We reached out to life insurance industry veteran and esteemed professional development expert Jim Ruta to shed some light on how advisors can add more value to their client interactions. If you are an agent or broker looking to impress your clients and provide stellar service, check out his tips below: 1) What are some...
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8 Most Common Reasons Your Life Insurance Application Will Be Declined

For some people, getting the life insurance coverage they need is not easy. Factors such as health conditions and lifestyle choices play an important role in determining whether or not a company sees you as a qualified candidate. Lying on your application to hide potentially damaging facts won’t help. It might get you a great...
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Segregated Funds Pros and Cons

Are you looking for ways to invest your money towards a comfortable retirement and need some ideas? If so, you may be interested in segregated funds. We’ll review the pros and cons of segregated funds and take a deeper look into what they are so you can make an informed decision and whether its the...
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Essential Canadian Personal Finance Courses

Managing money can be a nightmare to say the least; even if you’re good with numbers. Tracking accounts, budgeting and investing is complicated, but the good news is there are personal finance tools and online courses available to help Canadians figure it all out. Below, we will look at the features and benefits of some...
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Top 50 Canadian Personal Finance Websites

There are a lot of good top personal finance blog lists out there so we decided to take it one step further and collect key performance data to rank these websites by the numbers. The list includes benchmarks such as the Alexa scoreand Moz Domain Authority,social metrics such as the content author’sKlout score, Twitter followers,...
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10 Financial Planner Designations You Need To Know About

It's important for clients to know what the abbreviations after their advisor's name actually mean. Let’s take a look at 10 of the most popular financial service designations.
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How The 10-Day Free Look Can Resolve Life Insurance Buyer’s Remorse

It’s not an uncommon occurrence to see people applying for an expensive life insurance policy and then immediately regretting their purchase afterwards. If you find yourself in this situation: don’t panic. There’s an easy way out of this predicament. Most life insurance policies come with a “free look” period which entitles policyholders to a right...
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Top 7 Things To Look For In A Financial Advisor

Managing your finances is just as important as making sure your house is neat and tidy. If your finances are all over the place and you have no idea where your money is going, then that certainly will pose a problem in maintaining a well-rounded financial life. Choosing a professional financial advisor requires some time...
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The Pros and Cons of Allowing Banks to Sell Insurance

The government decides if the banks can sell insurance. Banks have been lobbying to sell life insurance via a branch network since the mid ’90s, according to The Globe and Mail. The following is a look at the pros and cons of allowing Canada’s big banks to sell life insurance within their branch network:
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