Fearless advisors will thrive in an AI world
Those who stick with traditional sales techniques will not — your clients already know more than you think
Those who stick with traditional sales techniques will not — your clients already know more than you think
Life insurance is an asset class that requires a diversified portfolio approach like any other — here's what that means for the advisor role
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it…
Here is what it costs consumers — and what a practice standard could look like
Thinking about life insurance as a portfolio of products, and three client service best practices
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
Life insurance consumers deserve to know what they bought — and how it compares with other options