March 30, 2020

Talking Estate Planning During a Pandemic

By Erin Bury The world is full of uncertainty and anxiety right now, with most people practising social distancing, companies going fully remote, and professions like […]
March 30, 2020

Inside or Out: Paying Registered Plan Fees

By Jamie Golombek and Debbie Pearl-Weinberg If your clients pay fees for the investment management of their registered portfolio, be it an RRSP, RRIF, or TFSA, […]
March 30, 2020

B.C. Regulator Raises Concerns about Donation of Life Insurance Policies

By Kevin Wark Life insurance may be used to facilitate large charitable gifts to registered charities. One common method is for an individual donor to designate […]
March 30, 2020

Sleep Apnea and Underwriting

By Michelle Roussin Sleep apnea is a disorder where the airway becomes blocked, which impacts a person’s breathing. If the airway blockage is left untreated, the […]
March 30, 2020

When Advisors Are Confined at Home

By Bryce Sanders Many agents work remotely in the sense they are meeting with clients, cultivating prospects, and generally on the road, not sitting behind desks. […]
March 30, 2020

How Travel Advisories Affect Travel Insurance

By Michael Camacho and Stephen Fine What a difference a few months make. On January 24, 2020, the Government of Canada issued a Level 3 travel […]
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