Monthly Archive: August 2023

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12 Fast Facts About Annuity Issuers’ Graders

1. The U.S. Securities and Exchange Commission decides who gets to assign the ratings. The SEC has designated 10 organizations as “nationally recognized statistical rating organizations,” or NRSROs. The biggest four, and the ones...

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Canadian Broker Network launches first AI automation bot

Toronto, ON (Aug. 29, 2023) – Canadian Broker Network (CBN), Canada’s leading network of independent insurance brokers, and insurance automation startup Quandri are pleased to announce the launch of CBN’s first artificial intelligence robot...

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CHES Expands High-Value Home Protection

Toronto, ON (Aug. 28, 2023) – Every home is unique, and so is our cover. MGA CHES Special Risk has unveiled comprehensive insurance for high-value homes in Canada, following the recent release of a...

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9 Investing Tips to Help Clients Save for Retirement in 2023

Start Slideshow Wealthy individuals and families are increasingly turning to financial professionals for critical advice about preparing for retirement. As such, retirement savings and wealth accumulation represent an exciting and rapidly changing field for...