Our Elite Broker Program
Elite Broker Program Elite performance can be measured in a variety of way. It can consist of a high volume of referrals, high value referrals, growth in performance, or effort
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Activate Your Dormant Lines of Business
Health Insurance If you’re a licensed financial advisor, you understand the importance of insurance. Not only is it important to do estate planning and cover liabilities, but it is crucial
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Disability Insurance – A Canadian Buyers Guide
What’s Important For anyone shopping for individual disability insurance in Canada, it’s important to understand these 6 notions. One should not purchase disability insurance without understanding these concepts. Who We
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The Tax Advantages of Group Benefits
Group benefits are a tax-efficient way to compensate your employees. Not only are they paid to employee outside of payroll taxes but in many cases, benefits are provided to the
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Plan on Paying Less Taxes with the Capital Dividend Account
Pay Less Tax Using the CDA The only sure way to gain in investing is through tax planning. Markets are uncertain and provided that tax policies remain unchanged, planning when
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Health Classes – Choosing the Right One
Regular Pros Most Affordable Most Options Available Most Favorable Terms within Contracts Cons Application Process may Include a Medical Exam Standard Approval Requires Excellent Health Application Declines and Premium Surcharges
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Get your Money Back – Return of Premium Options
Unlike home or car insurance, Disability and Critical Illness insurance are not compulsory and many people hesitate to purchase these important policies due to the cost and the possibility that
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Insure your Survival with Critical Illness Insurance
You may have heard of Critical Illness (CI) Insurance through your Insurance Advisor or at the bank when applying for mortgage insurance. A relative newcomer to the insurance industry, CI
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Traveling Responsibly – A Travelers Guide to OHIP
We’re fortunate as Canadians in that we have the means not only to travel but to travel safely. Those of us who do travel should travel safely. We’re used to
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