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A strategy for assessing insurance suitability | Investment Executive

A sneak peek at an upcoming CE course shows three time frames are key to recommendations

Meagan balaneski

Two sides of the insurance sales debate | Investment Executive

Two sides of the insurance sales debate | Investment Executive
investmentexecutive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentexecutive.com Daily Mail and Mail on Sunday newspapers.

Melissa harrellMeagan balaneskiMark halpernJim rutaAdvisorcraft media group in burlingtonAdvisorcraft media groupMcrae wealth management

The pros and cons of professional associations

Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

Jason pereiraBrian shumakMeagan balaneskiCapital partners incFinancial planning association of canadaBrian shumak financial servicesBrad brainBrad brain financial planningAligned capital partnersWoodgate financialFinancial planning association

Are rules governing seg fund sales adequate? | Investment Executive

Regulators are drafting new guidance that may lead to revised life insurance licence requirements

British columbiaLaurent munierDavid benamronMeagan balaneskiCarlos cardoneCapital partners incFinancial services regulatory authority of ontarioHealth insurance association incBotica financial groupSafe pacific financial incCanadian council of insurance regulatorsLife licence qualification programCanadian insurance services regulatory organizationsAligned capital partnersInvestor economicsCanadian council