There are a huge number of “unscheduled” loans that go mostly unnoticed until they become a threat to the policy or an unwelcome tax problem for the insured. These present a clear opportunity not only to help clients, but also to create new commissionable sales.
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Natural catastrophes and slowdown in the emerging markets had a hand in the results
The Financial Planning Standards Council has proposed amendments to its Standards of Professional Responsibility. Included among these proposals is the introduction of a “Duty of Loyalty” in the Code of Ethics to replace the...
The Ontario Securities Commission, along with 11 financial regulators and related organizations from around the world, announced this week its participation in the Global Finance Innovation Network.
Award-winner describes ‘great broker’ material
Move follows on from recent partnership
Council seeks to show viability of real-time integration between insurer technology platforms and broker management system platforms
Nearly all senior insurers believe AI will transform the industry – survey
A future includes a ‘wellness score’ might prove challenging for policy-holders that track their vitals
A supply problem with the life-saving medication suggests the need to explore a new solution