Advisors in the brokerage and mutual fund channels have been slower to adopt the new technologies
Revamped qualifications could discourage candidates
New program combines sales ideas with technical know-how
Errors and omissions insurance is necessary to protect consumers: FSCO
Consumers expect to get instantaneous service and information from companies online, particularly via mobile devices
Industry panel debates the best approach for advisors and firms to take
Many advisors are failing to appropriately document sales activities
Employer discovered issues with handling of client funds
The project is integrating the current Life Licence Qualification Program and Quebec programs
The new testing system could lead to higher costs, less agents, and less people buying life insurance, according to Primerica