Participating whole life insurance is one of the most tried and tested products in the life insurance industry. It has had its ups and downs, but the stability, security, and simplicity of whole life has kept it as one of the most popular forms of permanent insurance. Despite this, clients are still often confused and bewildered by the high cost of the products.
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Insurance for Your Whole Life
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.
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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 PPI Valet?
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Should You Consider Using a Robo-Advisor?