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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 Harrell , Meagan Balaneski , Mark Halpern , Jim Ruta , Advisorcraft Media Group In Burlington , Advisorcraft Media Group , Mcrae 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 Pereira , Brian Shumak , Meagan Balaneski , Capital Partners Inc , Financial Planning Association Of Canada , Brian Shumak Financial Services , Brad Brain , Brad Brain Financial Planning , Aligned Capital Partners , Woodgate Financial , Financial 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 Columbia , Laurent Munier , David Benamron , Meagan Balaneski , Carlos Cardone , Capital Partners Inc , Financial Services Regulatory Authority Of Ontario , Health Insurance Association Inc , Botica Financial Group , Safe Pacific Financial Inc , Canadian Council Of Insurance Regulators , Life Licence Qualification Program , Canadian Insurance Services Regulatory Organizations , Aligned Capital Partners , Investor Economics , Canadian Council , Insurance Regulators , Tony Toy , Kevin Dorse , Canadian Life , Safe Pacific Financial , Sunny Kochar , Hexavision Enterprise , Financial Services Regulatory Authority ,