April 15, 2019
Image of a family showing the father in outline. He has passed away and the question is about the insurance beneficiary.

How Insurance Beneficiary Designations Work

By Kevin Wark One of the many positive attributes of a life insurance policy is the ability to designate a beneficiary of the life insurance proceeds. […]
April 15, 2019
an image of dollar signs and money for an article about account minimum

What’s Your Account Minimum?

By Bryce Sanders When someone asks you “What’s your minimum?” that could be the first step toward becoming a client. But how you respond to the […]
April 15, 2019
An image of a checklist of things to do when buying a book of business

5 Spot Checks to Conduct before Buying a Book

By Afsar Shah Due diligence, or the lack thereof, will ultimately determine the success or failure of any business acquisition. Before you agree to buy a […]
April 15, 2019

Budget 2019: New Annuities for Registered Plans

By Jamie Golombek and Debbie Pearl-Weinberg The 2019 federal budget announced a few measures directed at retirees. Included in these measures was the introduction of two […]
July 8, 2019

Is There a Secret Sauce to Growing Your Network?

By Mia and Andy Torr Two and a half years ago, prospecting felt like a struggle. We had burnt out our warm market, and we struggled […]
July 8, 2019

Why Some Employee Discounts on Insurance Commissions Are Taxable

By Jamie Golombek and Debbie Pearl-Weinberg The rules in the Income Tax Act require that the value of “benefits of any kind whatever received or enjoyed” […]
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