As an advisor, you can have a positive impact on the investment outcomes of your clients. Continue reading “It’s Not Just About The Fees”
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It’s not just about the fees
Author: Erica Harper
Money and Mortality
Most agree that money can buy the necessities and a little more money can add a few extra comforts to our day-to-day lives. In fact, it is often debated whether a greater fortune brings longer life, but few medical studies have taken a serious look at this question.
How Your Client Can Use a TFSA to Get Better Investing Results
Is your client interested in putting money into their Tax-Free Savings Account (TFSA)? The 2024 limit is $7,000.
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How to use a TFSA to get Better Investing Results
The Most Common Misconceptions of Life Insurance
If your client is purchasing life insurance for the first time, they may have many unanswered questions. For example, they may be wondering about the types of life insurance available to them, and how much coverage they need to protect their families financially. This article will help answer some of their questions, as well as give them various aspects of life insurance to think about before and after they have made this important purchase. Ultimately, it will address five common misconceptions about life insurance that clients may have when purchasing it for the first time.
But My Doctor Says I’m Fine
Sometimes, medical tests done for underwriting purposes point to a potential health or mortality concern, even when the client has received a clean bill of health from their attending physician. This can result in the client being offered a ‘rated’ life insurance policy or being categorically declined coverage altogether even though the client reports, “But my doctor says I’m fine!” Continue reading “But My Doctor Says I’m Fine”
Debunking Life Insurance’s Rules of Thumb
With countless misleading rules of thumb on the internet, it can be confusing for clients to know what to expect in terms of how much coverage their family requires. Continue reading “Debunking Life Insurance’s Rules of Thumb”
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Life Insurance for Financial Protection
Help Clients With a Crash Course in Life Insurance
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.
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Stress Less About Your Future with Life Insurance