Life Insurance Basics for Canadians in 2021 Getting protection for your family is more important than ever before, especially with the threat of COVID-19 still active. Even if this virus will not come to pay us a visit this year, death can occur anytime. While it may not be fun to think about it, getting […]

Clients may prefer communicating by text, but texting clients comes with risks This pandemic has made it crystal clear that we need to take care of ourselves before we are able to take care of others. But how do you rationalize putting yourself first when the regulators’ message — as evidenced in the client-focused reforms […]

Retirement is a major lifestyle change that may lead to anxiety and other challenges Preparing clients for retirement is about more than just finances. Retirees may face challenges such as loneliness, loss of purpose, unforeseen medical conditions and boredom. But you can help by discussing the psychological aspects of retirement with your clients before their […]