Life

Seg fund chargebacks: Conflict of interest or good DSC substitute? Fallback Image Decorative pattern

Life

Seg fund chargebacks: Conflict of interest or good DSC substitute?

Insurance regulators ponder seg fund upfront commissions

By Greg Meckbach |January 27, 2023

3 min read

Total cost reporting guidance for seg funds coming this spring: FSRA Fallback Image Decorative pattern

Life

Total cost reporting guidance for seg funds coming this spring: FSRA

FSRA also reiterated that it wants clients to be protected from seg fund deferred sales charges, regardless of when the funds were purchased

By Greg Meckbach |January 20, 2023

2 min read

FSRA orders Greatway Financial to deliver revised training FSRA orders Greatway Financial to deliver revised training

Life

FSRA orders Greatway Financial to deliver revised training

Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness

By Melissa Shin |December 22, 2022

2 min read

AMF releases draft seg fund DSC ban for comment AMF releases draft seg fund DSC ban for comment

Industry

AMF releases draft seg fund DSC ban for comment

Quebec regulator proposes $5,000 penalty if insurers charge DSCs for seg funds

By Greg Meckbach |December 16, 2022

1 min read

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

Read More