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Sales tips

  • A passionate story starts with focus
    August, Sales tips
  • Advice for young advisors: determination pays off!

    He has yet to hit 30, and only six years into his career Alexandre Moïse already earns a six-figure annual income and has hired an assistant. Mr. Moïse has attended each of the Sales Champions conferences held at The Insurance and Investments Convention throughout his fledgling career. For six years […]

  • Make social media work for you
    2011, April, Sales tips
  • From football field to financial services: quarterbacking remains key role       
    2011, April, Off Bay Street News, Sales techniques & Motivation, Sales tips
  • How to sell bigger critical illness insurance cases
    2011, Critical Illness, Individual Life, Living Benefits, March, Sales techniques & Motivation, Sales tips
  • Ask yourself why you made the sale
    2011, February, Sales techniques & Motivation, Sales tips
  • A comprehensive guide to buying or selling a book of business       
    2010, Distribution, March, Practice management, Sales tips
  • Top advisor says segregated funds increase client comfort and sales
    2008, February, Investment, Sales techniques & Motivation, Sales tips, Segregated funds
  • Master sales techniques: Focus on selling, relationships, and value-added service
    Sales tips
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Insurance & Investment Knowledge Center

  • Individual Life

    • Level COI continues to increase       
      2011, Product/market trends, September
    • A. M. Best raises ratings for Canadian insurers       
      2010, Financial results, September
    • Ottawa prohibits banks from selling imitation annuities:BMO Terminates Lifetime Cash Flow Product
      2012, Investment, January 2012, Regulations/compliance
    • Sun Life successfully rebuilds independent channel
      2008, Distribution, Financial Planning, March
    • Recession drags variable life and term sales in the United States       
      2009, March, Segregated funds, Term
    • More Individual Life articles >>
  • Group Insurance

    • Canadian and U.S. life insurance associations team up to promote global trade       
      2012, Distribution, Individual Life, March 2012
    • Small business backs pooled retirement pension plans       
      2012, Investment, March 2012
    • Group critical illness insurance: a trend toward more competitive products
      2012, Critical Illness, February 2012, Living Benefits
    • Growth in life and health insurance sales       
      2012, Critical Illness, Disability, Individual Life, Investment, January 2012, Living Benefits
    • Competition heats up in group market       
      November/December
    • More Group Insurance articles >>
  • Investment

    • Mutual fund sales edge higher in 2011       
      2012, April 2012,
    • Budget 2012: Government wants to change criteria for exempt life insurance policies       
      2012, April 2012,
    • Small business backs pooled retirement pension plans       
      2012, Group Insurance, March 2012
    • Segregated funds: net sales sink       
      2012, March 2012, Segregated funds
    • Empire Life launches new fundco
      2012, Individual Life, March 2012
    • More Investment articles >>
  • Financial planning

    • FPSC advocates for better ‘hiring literacy’       
      2012, April 2012,
    • Charitable giving can be an important pillar of a financial plan       
      2012, April 2012,
    • The Super Visa: a gold mine for insurers and financial advisors       
      2012, April 2012, Travel insurance
    • Make your practice senior friendly       
      2012, Focus on Financial Planning, March 2012
    • What if… a client wants you to act as executor       
      2012, Focus on Financial Planning, March 2012
    • More Financial Planning articles >>
  • Living Benefits

    • Fourth consecutive year of sale growth       
      2012, April 2012, Critical Illness,
    • Group critical illness insurance: a trend toward more competitive products
      2012, Critical Illness, February 2012, Group Insurance, Living Benefits
    • Long term care insurance impacted by low interest rates       
      2012, January 2012, Living Benefits, Long Term Care
    • Sun Life slashes its team of long term care specialists
      2012, January 2012, Living Benefits, Long Term Care
    • Growth in life and health insurance sales       
      2012, Critical Illness, Disability, Group Insurance, Individual Life, Investment, January 2012, Living Benefits
    • More Individual Life articles >>
  • CEO Strategies

    • Working together!       
      November/December
    • PPI Solutions looks to expand       
      2011, Distribution, Individual Life, October
    • Force financière Excel acquires Gadoua       
      2010, August, Distribution,
    • Acquisition allows QFS to expand in Atlantic Canada
      August,
    • Julie Dickson delivers warning to actuaries and insurers: time to “raise the bar”
      August, Regulations/compliance
    • More CEO Strategies articles >>

ABOUT US

Since it was founded in 1992, The Insurance and Investment Journal group has quickly become a leading news provider in the insurance and financial services industry. Its suite of publications now reaches over 64,000 readers.

Each month, the The Insurance and Investment Journal group is the main source of news and strategic information for insurance brokers, financial advisors and industry executives. Our publications deliver exclusive information on:

  • new developments and trends in the insurance, investment and financial sectors
  • strategic interviews with influential executives
  • industry sales and market share profiles
    comparative tables of insurance products

In addition to its magazines, The Insurance and Investment Journal and Le Journal de l’assurance, The Insurance and Investment Journal group publishes FlashFinance.ca, a weekly newsletter available online. InsuranceINTEL, our insurance product market watch service, allow advisors, brokers and agents to compare insurance products and obtain personalized up to date camparative tables on the topics that interest them the most. In addition, our directory of P&C insurance services provides an overview of industry products and services.

What’s more, each November The Insurance and Investment Journal group organizes The Insurance and Investment Convention. With over 1,800 participants, more than 30 speakers and 60 exhibitors, it’s the largest industry event of its kind in Canada.

The Insurance and Investment Journal group: the information leader in insurance and financial services in Canada!

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