Practice

4 steps to an effective insurance sales review Fallback Image Decorative pattern

Life

4 steps to an effective insurance sales review

Doing a multi-product sales review is easy

By Helena Smeenk Pritchard |December 20, 2013

2 min read

U.S. advisors want more referrals in 2014 Fallback Image Decorative pattern

Planning and Advice

U.S. advisors want more referrals in 2014

Heading into 2014, U.S. advisors will seek more referrals from clients.

By Staff |December 18, 2013

1 min read

One Canadian retirement advantage Fallback Image Decorative pattern

Economic Indicators

One Canadian retirement advantage

Nearly 44 million Americans go without health insurance, according to the latest set of statistics from the Centers for Disease Control in Atlanta. Think about that. A group of U.S. residents that exceeds the population of Canada by 11 million walks around every day without health coverage.

By Philip Porado |December 18, 2013

2 min read

3 gifts for travellers Fallback Image Decorative pattern

Planning and Advice

3 gifts for travellers

When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some ideas.

By Lisa MacColl |December 16, 2013

2 min read

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