Although the answers to basic life insurance questions may be clear to us, some clients will appreciate a simple explanation of what it all means. Helping your client gain a better understanding of what life insurance is can be a great way to start a conversation about why it is so important.
Share the client article below to get your clients’ initial questions answered.
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Stress Less About Your Future with Life Insurance
Bringing the right blend of expertise and creativity to earn the opportunity to put your client’s insurance plan together is half your challenge. The other half is knowing who to have on your team to help you make a good insurance plan even better. Your secret weapon: advanced underwriting experts who help you move your large cases from access to assessment to advice. Underwriting impacts the sale and having sound advice will help get you and your client to a great solution faster. Continue reading “The Successful Advisor’s Secret Weapon”
Do you have clients looking to make the most of their savings in retirement with their married or common-law spouse? The trick here is not knowing to save, but knowing how to save. Which accounts make sense?
Continue reading “Fall in Love With These Income Splitting Tips For Your Client and Their Spouse”
What is the better long-term tactic for your client, TFSA or RRSP? Well, unfortunately, like all things in life, it’s not quite that simple.
Continue reading “TFSA vs RRSP vs both. What’s best for your client?”
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TFSA vs RRSP vs both. What’s best for me?
Do you have clients who are business owners yet don’t have the right insurance plan in place because they are so focused on trying to build their business? They may not be aware that business insurance can help mitigate risks and provide opportunity when it comes to growing their business.
Share the client article below and accompanying short video which explain the importance of having a Shareholders’ Agreement and key person insurance, how business owners can use life insurance as collateral for a bank loan, and how they can maximize their estate plan. Continue reading “SMART TALK… how insurance can help your clients build their business”
What is CI Direct Investing?
Continue reading “How CI Direct Investing Can Help Your Business”
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Should You Consider Using a Robo-Advisor?
As a business owner, insurance can provide not only protection, but also opportunity when it comes to growing one’s business. Life insurance policies can protect shareholders and their family members, the corporation itself, and key persons to the business. And, it can also enhance the cash flow to the corporation by assigning the policy as collateral for a loan.
As an Advisor who runs your own practice, you are likely aware of how this works. But do your clients who are business owners need a little help in learning more about their options? Do they have a shareholders’ agreement, key person insurance, or understand how corporate insurance can be used tax effectively to benefit a charity?
Here’s a client article that helps explain how business owners can utilize insurance to provide both opportunity and security while building their assets in a tax-effective way for their retirement or estate plan. To learn more about the CDA, read Turn Your Clients into CDA Wizards.
If your clients are uncertain on whether joint life coverage is right for them and their spouse, highlight the following benefits for them:
Read the article below that explains this in more detail and share it with your client from thelinkbetween.ca, our client-friendly insurance blog.
Segregated Funds have been around for over 50 years yet many Canadians have never heard of them. As their advisor, you can help your clients understand more about them so they can explore all their options and achieve the right balance for their retirement.
Share the short client article below and educational video that explains what segregated funds are and provides examples of two portfolios in a bull market and a down market.
Contact your client today to help them achieve that peace of mind.
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SMART TALK... about investments
Running a family business has challenges that include head and heart issues which aren’t typically present in other businesses. However, the proverb about shirtsleeves to shirtsleeves – that family enterprises often fail by the third generation – does not need to be a reality for these families. Family enterprises can improve their chances of achieving intergenerational continuity by building their knowledge and skills – and by working with advisors who understand their unique needs and goals.
Continue reading “Help Family Enterprise Clients Avoid ‘Shirtsleeves to Shirtsleeves’”
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Empower the Enterprising Strength of your Family