Planning and Advice

The Puf Principle

(September 2007) Psychologists say the single greatest need of a human being is to feel appreciated. Similarly, I suggest that your clients’ biggest need is to know that you care. The topsy-turvy markets of the past month have provided each of you with an immense opportunity to demonstrate this care. Many of our clients have […]

By Shawn O'Brien |August 28, 2007

3 min read

Legally speaking: Bank insurance, consumer rights

(September 2007) The Wild West of bank-promoted insurance has been roped by the Supreme Court of Canada. A recent decision, Canadian Western Bank et al. v. Her Majesty the Queen in Right of Alberta, is a significant improvement for consumer rights and will likely have a significant impact on the manner in which Canadian banks […]

By Harold Geller |August 28, 2007

3 min read

HR 101: Money doesn’t always equal happiness

(August 2007)Alexandra McLean and Shannon Waller from The Strategic Coach examine your experiences and answer your questions about human resources and people management. In this article: Talent management advice and non-monetary ways to keep people happy. You asked: What are some of the easiest ways to keep people happy in their jobs? Assuming that we […]

By Alexandra McLean, Shannon Waller |August 28, 2007

4 min read

Signatures slowing down insurance industry

(August 2007) It’s been said over and over again: The life insurance industry relies too much on paper, and not enough on technology. So what’s the holdup? How about handwritten signatures? Every life insurance policy requires a handful of signatures, which traditionally means grabbing a pen and putting your John Hancock on paper. But Tim […]

By Bryan Borzykowski |August 28, 2007

3 min read