Created by the editorial team of FORUM magazine, eFORUM delivers Advocis members content they can use in their everyday communications with clients. Designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies. Look for eFORUM in your inbox in April, July, and October. Please send any feedback to Deanne Gage

Feature Articles

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 […]
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
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
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

3 Web Tools to Boost Work Productivity

By Masood Raza Insurance consumers are increasingly demanding better ways to buy insurance. In response, we’ve seen large insurance carriers investing into technologies that will automate […]
April 15, 2019

Join the Financial Advisors Index

By Greg Pollock Every month, Advocis asks more than 1,000 members how optimistic their clients are about the economy, what they’ve been telling clients, and what […]
April 15, 2019

5 Essential Networkers You Need

By Andy and Mia Torr Have you ever attended networking events and been frustrated when you can’t land any clients, or even prospects? Done right, networking […]
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