March 30, 2022
Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous …
Monthly Archives: March 2022
March 29, 2022
Beneficiary Designations and Resulting Trusts Revisited
(From the April 2022 Edition of eFORUM) By Kevin Wark By now most insurance advisors …
March 29, 2022
Returning to the Office: What’s Right for Your Team?
(From the April 2022 Edition of eFORUM) By Kelly Maxwell As the easing of …
March 29, 2022
Show Caution with Insurance Policy Beneficiaries
(From the April 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg It’s …
March 25, 2022
New rules force financial planners to be qualified by 2026
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
March 23, 2022
Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner …
March 2, 2022
Edition 46 – Susan Kerr
Financial Underwriting: Does it Make Sense? In this edition of Coffee Talks, Susan Kerr, Director of Special Case Operations at Manulife walked Advocis members through the basics of financial underwriting as it relates to income protection, after which she moved on to advanced concepts like estate considerations, key person and business valuation, charitable giving, and tax sheltering.