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


FORUM Magazine – May/June 2018


Finding Top Talent
How do you hire - and keep superstar
assistants? By Tamar Satov

Higher Learning
Selling critical illness insurance effectively is about
understanding your client's needs.
By Richard Parkinson .

Social Living
Shannon Lee Simmons describes the link between
debt and social media.


Tax Upfront
Commuted pension values could be coming down this year.
By Doug Carroll

Estate Dilemmas
How the TOSI rules affect estate planning.
By Kevin Wark

Prospecting Pursuits
10 ways to personally invest in your business.
By Bryce Sanders

Technology & Social Media
How life insurance starts-ups are finding a foothold
in the industry.


Next issue: Meet the new chair of Advocis.

FORUM magazine Sept 2018

Editor's Journal
The good in the worry-free money concept.

Online insurance applications on the rise; underwriting mental health; how to avoid tax audits.

Advocis News
Association updates and events.

The Final Word
More on Advocis's five-year strategic plan.
By Jim Virtue

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