Advisors receive some clarity on anti-trafficking legislation B.C.’s financial services regulator has confirmed that gifts of life insurance to charities won’t generally be considered trafficking […]
Read MoreEstate Planning – Through gifting Life Insurance, Securities and Real Estate
Cindy had a great time presenting to the donors of Trinity Western University. Please click here to see a copy of her presentation. If you […]
Read MoreWhen should young people buy life insurance?
Insurance isn’t only for those with dependants Janice Lee is remarkably well-insured for a 22-year-old with no dependents. A medical student at McMaster University in […]
Read MoreHow To Reduce Financial Stress
Life goes on. It’s not worth spending time worrying about your finance. Be active in solving the problems. Financial stress will no longer affect you.
Read MoreWhat Makes A Financial Service’s Website Successful?
Financial services must tie these three factors together - customer experience, best practices and reliability/responsiveness - to have an effective web presence. They can't go hard into one particular area and ignore the others. They have to understand what's available versus their competitors, what consumers think of their sites versus competitors' and how their sites are performing.
Read MoreSplit Dollar Critical Illness for Business Owners
Shared ownership arrangements using critical illness insurance If you are an incorporated business owner you can own a critical illness plan jointly with your corp […]
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