Articles

Social Media Platforms – Social Media For Your Business – An 8 Step Plan

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As an Advisor, your business is important to you, and you would like to promote it on social media. But there are so many things to consider, where do you even start? We have got you covered with a plan to help get you started on social media. From knowing your market to tips on how to set up a social media profile, this 8-step plan will help you and your business get noticed! Continue reading “Social Media Platforms – Social Media For Your Business – An 8 Step Plan” →

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Is Social Media Right for Me? A Few Things to Consider

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You own your own practice and would like to spread the good word about your excellent services and level of expertise. Great idea! If you’re not already on social media, have you considered it as way to promote your business? A fast, effective and free way to show your prospects and current clients who you are, social media can help you connect and build those long-lasting relationships. And in this line of business…. it is all about those Advisor-client relationships.

But is social media right for you and your practice? There are certainly a few things to consider… Continue reading “Is Social Media Right for Me? A Few Things to Consider” →

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Learning From Experience: Bernard’s Story

A good cautionary tale makes a person stop and take a look at their own circumstances.  Bernard’s story may encourage your clients to take stock of their assets and consider whether they’ve properly planned for the distribution of those assets.

Share Bernard’s story with your clients to help them see that there are nuances involved in naming beneficiaries and heirs, and that seeking good advice, communication, and documentation when planning can help to ensure their wishes are carried out as hoped.   Continue reading “Learning From Experience: Bernard’s Story” →

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The Evolving World of Mental Health Treatments

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This is neither an endorsement or advice about the treatment of mental health.

It goes without saying that good mental health is foundational to overall health and well-being.

In underwriting, a report of confirmed or even suspected history of depression or related conditions gets a lot of attention and policy issue can range from standard rates to rated premium to sometimes no offer at all, where the risk is deemed too high to accept.

Treatments for depression, bipolar disorder, schizophrenia or other conditions in the mental health spectrum continue to evolve. The use of psychedelics is a newer facet of treatment. Natural substances that induce a hallucinatory state have been around for millennia. These include everything from cannabis, now legal in Canada, and include opium poppy to ayahuasca, the latter a product of brewing a particular vine or shrub commonly found in South America (1). Continue reading “The Evolving World of Mental Health Treatments” →

INFOclip: Protecting Your Estate

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Over a lifetime, your client has worked and managed to accumulate an estate consisting of registered savings, non-registered savings, property, maybe even a business. And when they pass, they want to make sure that their family or a favourite charity receives as much of their estate as possible. So far so good, right?

However, the reality is that if your client fails to structure their estate effectively, much of those hard-earned dollars could end up in the hands of government as taxes or distributed to heirs in a way contrary to their wishes. So, how can they prevent their estate from being distributed incorrectly? Proper estate planning is key.

Watch this video, then share it with your clients to demonstrate the importance of effective estate planning with a trusted Advisor – that’s you! Continue reading “INFOclip: Protecting Your Estate” →

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Healthy Forgetting: Remember This

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Underwriters see an unprecedented number of cases of suspected or confirmed cognitive decline, the inevitable result of our aging population. While cognitive decline can be demonstrated by a degradation or loss of a number of functions such as learning, language or complex attention skills, the apparent loss of memory is the most common presenting complaint. Even cases where the memory loss has not had a major impact on daily living, a suspicion of even mild cognitive impairment (MCI) is enough to have the insurance application turned down.

But what about the other side of the memory coin, specifically can we remember too much or remember in ways that are unhealthy? How does this work and is there a name for this condition? Let’s delve a little deeper. Continue reading “Healthy Forgetting: Remember This” →

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Inflation, Interest Rates and Your Client’s Investments

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Lately, we’ve all been experiencing a few less dollars in our bank accounts. Between the cost of fuel, groceries and the overall cost of living, there’s no denying that everything is just so much more expensive. Your clients may want to know why and although “inflation” is the one-word answer, we’re diving a little deeper into why inflation occurs and how it can affect interest rates and your client’s investments. Continue reading “Inflation, Interest Rates and Your Client’s Investments” →

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Learning From Experience: Bett’s Story

Everyone loves a story with a happy ending, even if it’s rife with tragedy and family drama. But happy ending or not, if somewhere in the story, a loved one is lost, we see the toll the loss can take on the relationships of family survivors. True in fiction. True in life.

You play a pivotal role in encouraging your clients to plan ahead wisely and intentionally so they can ease rather than contribute to the toll their passing will take on the relationships of those they love. And you can never overemphasize the importance of proper estate planning.

Share Bett’s story with your clients to help them understand and remember the importance of documenting and communicating their final intentions.  Continue reading “Learning From Experience: Bett’s Story” →

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