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Compliance: clients should do their homework
Compliance has become crucial, but offences persist despite steeper fines. Blank forms, clients' cheques made out to advisors and unwitnessed signatures are a widespread problem in the industry. By getting informed, clients could avoid dangerous situations, says an insurer that is poised to launch a campaign to boost client awareness.
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Critical illness sales: independents overtake career network
For the first time in three years, critical illness premium sales grew more robustly in the independent network than in the career network.
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Clients conflicted about meaning of risk
The recent financial crisis may have changed the way baby boomers think about risk, Dave Pickett, Senior Vice President of Practice Management at TD Wealth Management, explained in a presentation at the Canadian Institute of Financial Planners conference in Niagara Falls on June 15
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Transamerica’s ratings improve
In July, ratings agency Standard & Poor’s raised its counterparty credit and financial strength ratings on Transamerica Life Canada (TLC) to ‘BBB+’ from ‘BBB’. The outlook is stable.
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Planning and partnering strengthen client relationships
Following two key strategies will help advisors build and strengthen their relationships with clients, explained three successful advisors who shared their insight at a recent professional development event held by Qualified Financial Services in Toronto.
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