Enhancing the professionalism of financial advisors in the best interests of the consumer

FORUM MAGAZINE

FORUM Magazine – April 2017

FEATURES

Custom Order
How can group advisors best serve plan sponsors in an era of increased costs?

Life's Curveballs
How can advisors respond to younger couple's resistance to setting up an estate plan?

Political Leanings
Standard rules for not discussing current affairs have been thrown out the window.

COLUMNS

TAX & ESTATE PLANNING
The Tax-Free Savings Account comes of age.
by Doug Carroll

Corporate Insurance
Update on genetic testing bill S-201.
By Kevin Wark

Prospecting Pursuits
Moving from trusted advisor to trusted family advisor.
By Bryce Sanders

Technology & Social Media
Why social media is here to stay.
By SYED RAZA

Leadership & Growth
How to grow into a more established producer.
By Pete Gillespie

 

Next issue: Landing BIG accounts.

FORUM magazine April 2017

Editor's Journal
Tangible advice reaps rewards.

Openers
Segregated fund disclosure; simplifying underwriting; mental health and underwriting.

Advocis News
Association updates and events.

The Final Word
Make your voice heard this year.
By Wade Baldin

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