During the holiday season it's natural for our focus to turn towards giving to others. From a planning perspective, and if you’re so...

We wanted to take this opportunity to wish you and your family a Happy New Year! Just when we thought 2022 would be a “normal” year, it...

In my previous 3 articles, we explored the many insurance opportunities we find when working in the business owner marketplace. The...

In the previous article (published Sept 15, 2022), we explored the most common insurance opportunities we find in the development/growth...

In the previous article (published Aug 15, 2022) we covered the importance of getting to know your business owner prospects desires,...

There are many situations where life insurance can support the needs of a business following an individual’s death. To do the best job...

Here are five great reasons for you to contact your clients: With all this market volatility, it is a great time to rebalance portfolios...

In recent years corporate owned life insurance has become an important planning tool in meeting the estate planning objectives and goals...

Recently, while working on a corporate permanent life insurance case with an advisor, whereby we were comparing the net estate values...

Of all the questions I’ve fielded in my almost 30 years in the industry, I must say, this one comes out on top. Like everything else,...

Part 2: Six Factors to Consider In this segment, we will move beyond simply looking at the option that produces the highest after-tax...

Part 1: How Did We Get Here? Many of us have recommended the benefits of permanent life insurance to our business owner clients as an...

More and more advisors share stories with us about how clients change as they age. In particular: Forgetfulness Repeatedly asking for the...

As we’re heading into the autumn months and many cottage owners begin to slow down their time spent at the cottage, it’s a perfect time...

With two years in the making, our 2022 conference destination has finally been announced! Get ready for magnificent glaciers, intimate...

Often, parents wish to gift money to children and have the money invested in a segregated fund. This will probably follow RESP...

Our next Money Monday will be on December 7th from 10 to 11:00 EST, via webinar. On the 7th, we will have a speed-dating style...

With Covid-19 dictating how we do business, many advisors have had to adapt more technology in their practices, with zoom meetings...

I recently learned of the inspiration for Green Day’s song Wake Me Up When September Ends. Green Day lead singer Billie Joe Armstrong...

Have you ever run with an idea only to find out you never really understood all the details? Is the Immediate Finance Arrangement (IFA)...