Applet ABCs: Income Replacement

Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.

The Income Replacement applet can be used to answer the daunting question, “What would you do if you could no longer work due to disability or sickness?” While this may not be a question that you want to ask your clients out-right, it is something very important for them to consider.

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Insuring your Most Valuable Asset


The Twitter Trifecta: A Short Glossary

You finally did it. “It’s not going away!” they said. You knew you’d have to embrace it eventually, so you sat down with your smartphone and got yourself a Twitter account. And now, you can use this social media platform as an effective business tool (or as a way to get quick updates on your favourite sports teams). The following are definitions of a few staple Twitter offerings.

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The Twitter Trifecta: A Short Glossary