Using power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
View ArticleSome stakeholders anticipate compensation disclosure requirements for life...
The mutual fund industry has long felt it has been the target of mounting regulations – rules that the insurance and other financial services industries do not have to follow. But now those in the...
View ArticleRegulatory 101, uncertainty reigns
Perhaps most notable about the report from the A.M. Best company, is its thorough accounting of the industry’s proliferate regulatory concerns. Ongoing changes include: – Higher capital reserving...
View ArticleUse social media to strengthen relationships
A large number of financial advisors in Canada who use social media are failing because they are using social media as marketing tools, rather than a way to build and strengthen relationships, say...
View ArticleMGA distribution faces several challenges
On many fronts the MGA Channel has the same old, same old problems, but these get compounded when faced with new regulatory, compliance, contractual and technology issues steaming toward them. Are all...
View ArticleManulife discusses Canadian division priorities in wake of Standard Life...
The public company two-step, a balancing act weighing shareholder benefits against consumer and distributor demand, is seldom more evident than when companies like Manulife Financial discuss strategy...
View ArticleThe Inheritance Dilemma!
We’ve all heard many times that somewhere around one Trillion dollars is changing generations over the next 20-30 years in Canada. One Trillion Dollars! While the number is surreal, alarming and almost...
View ArticleDesjardins revamps Helios2 in anticipation of rising interest rates
Desjardins Insurance has tweaked features of its guaranteed withdrawal benefits product Helios2. The insurer says that market conditions for guaranteed lifetime withdrawal products have evolved...
View ArticleCritical illness: second quarter upswing
Critical insurance illness sales in Canada were down 2% in terms of premiums in the first half year compared with the same period in 2013, following a strong second quarter. The industry regained its...
View ArticleNew group CI product aims to improve definitions
Attempt to get away from standard Critical Illness (CI) benchmark definitions when trying to underwrite a better product, and there are going to be delays. Still, Megacorp Insurance Agencies president,...
View ArticleRobust first six months for segregated funds and annuities
Premiums grew in all annuity market segments, both in the second quarter of 2014 versus a year earlier, and in the first half of the year compared with the same period in 2013. In particular, there was...
View ArticleUsing power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
View ArticleClik here to view.
Robust first six months for segregated funds and annuities
Premiums grew in all annuity market segments, both in the second quarter of 2014 versus a year earlier, and in the first half of the year compared with the same period in 2013. In particular, there was...
View ArticleUsing power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
View ArticleClik here to view.
Robust first six months for segregated funds and annuities
Premiums grew in all annuity market segments, both in the second quarter of 2014 versus a year earlier, and in the first half of the year compared with the same period in 2013. In particular, there was...
View ArticleUsing power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
View ArticleClik here to view.
Robust first six months for segregated funds and annuities
Premiums grew in all annuity market segments, both in the second quarter of 2014 versus a year earlier, and in the first half of the year compared with the same period in 2013. In particular, there was...
View ArticleUsing power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
View ArticleClik here to view.
Robust first six months for segregated funds and annuities
Premiums grew in all annuity market segments, both in the second quarter of 2014 versus a year earlier, and in the first half of the year compared with the same period in 2013. In particular, there was...
View ArticleUsing power of attorney to create a trust for a attorney
At issue A person may grant power of attorney to one or more others to make decisions about the grantor’s property. Such powers may operate concurrent with the grantor’s own capability to make...
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