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

Is your client considering critical illness insurance but is not completely convinced that it is necessary? The Bridging Risk applet (Advisor login required) showcases the need for critical illness insurance by presenting five risks and the likelihood that each will occur in your client’s lifetime. As each risk is mentioned, its likelihood increases until you and your client are left with “Critical Illness: a one in three chance.” It makes sense to cover the greatest risk to both income and lifestyle, so if your client is insuring their care and their home, they still have the greatest risk exposed.

Continue reading “Applet ABCs: Bridging Risk with Critical Illness Insurance” →

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A critical step towards fighting critical illness

As of December 2022, there were 1.22 million employer businesses in Canada*. Guess how many were small businesses.

Whatever your guess, we recommend you make it a little higher because, as of 2022, more than 98% of Canadian businesses employed less than 100 employees*. There are over 1,190,000 small businesses in Canada that, notably, contribute slightly more than 35% to Canada’s GDP*. Additionally, as of 2022, small businesses employed 8.2 million individuals in Canada or 67.7% of the total private labour force*. They may not be multimillion dollar corporations, but their worth should not be underestimated. Continue reading “Why Life Insurance Advisors Are Making It Their Business to Investigate the Business Insurance Market” →

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Why Small Businesses are Making it their Business to Investigate Life Insurance