Monthly Archive: June 2019

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Life insurance the ‘biggest misunderstood financial tool’

Life insurance is one of the biggest misunderstood financial planning tools in Canada, according to a senior advisor. Chris Karram, founder and chief strategy officer at SafeBridge Financial Group, told Life and Health Professional...

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Sentiment toward annuities could be better than expected

Advisors who don’t think they can convince their clients to include annuities in their portfolio may find themselves pleasantly surprised. In February, US-based research firm Greenwald & Associates and CANNEX conducted their fifth annual...

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Predictive analytics to play growing part in annuity issuance

Predictive analytics is already a part of many North American life insurers’ product-development arsenal. But according to new research, they could be missing an opportunity to leverage it in one major area. Based on...

S&P And Fitch Upgrade CNO Financial Group

PR Newswire Two ratings agencies, S&P and Fitch recently – upgraded the credit ratings of CNO Financial Group. With these two upgrades, CNO Financial is now rated investment grade by all four leading ratings...

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CSIO Welcomes New Vendor Members Indio, Ernst & Young

Toronto, ON (June 24, 2019) – CSIO is pleased to announce its latest new vendor members: Indio Technologies and Ernst & Young LLP. Indio Technologies, founded in 2016 and located in San Francisco, provides...

Manulife enters India for the first time

India-based Mahindra & Mahindra Financial Services announced Friday that it has entered into a 51:49 joint venture with Manulife Investment Management aimed at expanding the depth and breadth of fund offerings and retail fund...