Clients will benefit from sophisticated support for risk management and estate planning
Insurance companies hold valuable information about your clients and your in-force policies. Harnessing that and other information can help you anticipate your clients' needs and increase your business
Superintendent rules agent banned by MFDA be supervised by another agent for 24 months
Insurance industry players question “one size fits all” approach
Focusing your insurance business on a single profession has many advantages. You can build your client base by becoming an expert in the needs of one group, streamline your sales pitch and develop more loyal clients
Part-time agent’s improper use of database results in 18-month suspension
Business owners represent a lucrative niche market for insurance advisors. But serving this market requires specialized knowledge of taxes and the planning tools companies use to ensure continuity
Ontario man charged with fraud
Focusing your insurance practice on a narrow target market makes you the go-to person for members of your niche. Specializing can improve the quality of service you provide and make your practice more profitable
Board members to examine potential sale of the company