PPI

News

January 21

It’s coming! Canada’s MDRT (Million Dollar Round Table) Day will be held on February 10th and is open to all advisors. It will feature industry experts and a panel discussion about succession and continuity from Top of the Table Members. Click to register:

January 20

Ahhh, the many wonders of permanent life insurance - where do we start? How about PPI’s Ultimate Planning Tool which you can share with your clients today to demonstrate how permanent life insurance can offer them peace of mind today and into their future.

January 19

Reducing debt takes a little bit of savvy and a whole lot of planning! This Loan Calculator puts your client’s debt into perspective and helps them strategize a plan to reduce their debt and save. Check it out today!

January 18

Jump into 2022 on a high note! On February 10th, join us for our Wealth Forum: The Many Roads to Wealth featuring fast-paced and dynamic presentations from industry experts and PPI’s very own Wealth sales team. Register today (Advisor login required): #PPI

January 17

Want to know a little more about the wonderful world of compliance? Check out Compliance 101 – Part 1 and 2, now available on PPI’s Advisor Education Portal (English and French). Hop on (Advisor login required): #PPI

January 21

It’s coming! Canada’s MDRT (Million Dollar Round Table) Day will be held on February 10th and is open to all advisors. It will feature industry experts and a panel discussion about succession and continuity from Top of the Table Members. Click to register:

January 20

Ahhh, the many wonders of permanent life insurance - where do we start? How about PPI’s Ultimate Planning Tool which you can share with your clients today to demonstrate how permanent life insurance can offer them peace of mind today and into their future.

January 19

Reducing debt takes a little bit of savvy and a whole lot of planning! This Loan Calculator puts your client’s debt into perspective and helps them strategize a plan to reduce their debt and save. Check it out today!

January 18

Jump into 2022 on a high note! On February 10th, join us for our Wealth Forum: The Many Roads to Wealth featuring fast-paced and dynamic presentations from industry experts and PPI’s very own Wealth sales team. Register today (Advisor login required): #PPI

January 21

It’s coming! Canada’s MDRT (Million Dollar Round Table) Day will be held on February 10th and is open to all advisors. It will feature industry experts and a panel discussion about succession and continuity from Top of the Table Members. Click to register:

January 20

Ahhh, the many wonders of permanent life insurance - where do we start? How about PPI’s Ultimate Planning Tool which you can share with your clients today to demonstrate how permanent life insurance can offer them peace of mind today and into their future.

January 19

Reducing debt takes a little bit of savvy and a whole lot of planning! This Loan Calculator puts your client’s debt into perspective and helps them strategize a plan to reduce their debt and save. Check it out today!

January 18

Jump into 2022 on a high note! On February 10th, join us for our Wealth Forum: The Many Roads to Wealth featuring fast-paced and dynamic presentations from industry experts and PPI’s very own Wealth sales team. Register today (Advisor login required): #PPI

January 17

Want to know a little more about the wonderful world of compliance? Check out Compliance 101 – Part 1 and 2, now available on PPI’s Advisor Education Portal (English and French). Hop on (Advisor login required): #PPI

January 13

PPI has calculators and tools to initiate conversations with your clients. Have you seen our new Mortgage Calculator? Be sure to have a look and share it with your clients today! #PPI

January 12

The RRSP contribution deadline is just around the corner and we’ve got all the dos and don’t to share with your clients. Check out this article and be sure to share the client-friendly version with your clients because knowledge is power!

January 11

It’s a new year and there’s no time to waste! We’re already busy planning PPI’s Wealth Forum: The Many Roads to Wealth on February 10th. We’ve got sales ideas, new tools and industry experts so be sure to register today (Advisor login required):

January 10

Class is back in session! With more than 25 English and French CE-accredited self-study courses available, PPI’s Advisor Education Portal is a great way to further your knowledge and earn a few CE credits. Check it out today (Advisor login required): #PPI

January 5

Permanent life insurance – you know how beneficial it is for tax and estate planning! Now share The Ultimate Planning Tool with your clients and let them see for themselves how permanent insurance can make a difference in their lives.

December 23

2021 sure has been one crazy lil’ year - but it’s fine, we’re fine, everything’s fine and we hope you’re fine too! This holiday season, give your loved ones an extra tight hug and enjoy the beauty of this most magical time of the year! #SeasonsGreetings #HappyNewYear

December 22

Home ownership is a big decision. Help your clients make the right decisions with this Mortgage Calculator – it’s easy to use and can calculate mortgage amounts and payments using different rates, amortization periods and payment frequencies. Try it today!

December 20

Not sure what you need to stay compliant? PPI is here to save the day with Toolkit Direct’s Compliant Practice Checklist offering mandatory and best compliance practices. Watch this video and get compliant! (Advisor login required) #PPI #PPIToolkit

December 16

Be sure to join Diane Everett and Jean-Pierre Berger today at 12PM (ET) for PPI’s Tax Talk webinar. They’ll be discussing all the different ways to reduce tax liability, so make sure you are there! You can still register here (Advisor login required): #PPI

December 15

What do you want for the holidays? World peace? A vacation? How about ways to reduce your tax liability. Join us tomorrow for PPI’s Tax Talk webinar – we’ll be discussing just that, so don’t miss out! Register here (Advisor login required): #PPI

December 15

Don’t be fooled by all of this holiday cheer because tax season is just around the corner. Read this article for all your 2021 tax planning information. #PPI #AdvisorTalk

December 15

Today’s the day! Join our PPI Planning Services team at 12PM (ET) for their Tax Talk webinar. They’ll be discussing ways to reduce tax liability, so don’t miss out! You can still register here (Advisor login required): #PPI

December 14

The holidays are near and all we want this season are ways to reduce our tax liability. If you’re feeling the same way, join us tomorrow at 12PM (ET) for PPI’s Tax Talk webinar and learn how to grant that tax wish! Register here (Advisor login required):

December 9

We’ve outlined a six-step estate planning process to ensure that you are able to provide your high net-worth clients with the advanced planning and customized insurance solutions that they expect. Watch this video to learn more.

December 7

We’ve given our Insurance Needs Analysis presentation a bit of a glow-up. This easy-to-use presentation can now accept your old Needs Analysis cases which you can export from SNAP in PPI Toolkit (desktop version). Check it out (Advisor login required):

Recent Articles

The Loan Calculator

January 19, 2022

Debt. It’s stressful for everyone and nobody wants to carry it for any longer than they absolutely must. So how can you help your client lighten their debt load? Well, when it comes to debt-reduction, the old saying “every little bit counts” may just be the answer.
continue reading

How Much Should My Client Contribute to Their RRSP?

January 12, 2022

Figuring out how much to contribute to your RRSP is important. If your client does it right, they can maximize their tax savings now, while setting themselves up for a good income after retirement. If they do it wrong, they could find themselves paying more taxes than they have to.
continue reading

The Ultimate Planning Tool

January 5, 2022

Permanent life insurance is often said to be the ultimate planning tool because it facilitates beneficial tax and estate planning opportunities and solutions throughout your client’s lifetime to provide them with peace of mind now and into their future. The earlier in life that your client’s permanent life insurance policy is purchased, the greater the impact it can have as a financial instrument.
continue reading

The Mortgage Calculator

December 22, 2021

Home ownership allows your client to build wealth and add to their financial security. Use this Mortgage Calculator or share it with your client to help them figure out payments and keep their budget on track – it’s so easy to use!
continue reading

It’s Beginning to Look a Lot Like Tax Season

December 15, 2021

Everywhere you go
continue reading

The 6 Step Estate Planning Process

December 9, 2021

Here’s a 6 step Estate Planning Process that will ensure you are able to provide your high net-worth clients with advanced planning, in-depth knowledge and experience, the ultimate in service and support, and customized insurance solutions.
continue reading

When’s the RRSP Contribution Deadline? Key Dates your Client Needs to Know

December 1, 2021

The 2022 RRSP deadline is fast approaching! This is the time of year when Canadians tend to rush and contribute a little extra in order to unlock a bigger tax refund.
continue reading

Looking Good: Prostate Cancer’s Sharper Image

November 24, 2021

Prostate cancer continues to be a scourge on the Canadian health landscape as the most commonly diagnosed and third leading cause of cancer-related death among men (1). It currently accounts for about 20% of all new cancers in men and approximately 4,500 deaths annually (2). Underwriters increasingly are presented with prostate cancer in the medical history and we will see even more cases as our population continues to age.
continue reading

More Articles

Improve High Net-Worth Client Sales Outcome

November 17, 2021

Working on high net-worth life insurance cases creates added complexity while demanding increasingly advanced planning. So how can you access advanced estate and tax planning expertise coupled with a deep understanding of life insurance and its custom application – all to help you reduce the overall complexity of large case sales?
continue reading

What Is an RRSP and How Does It Work?

November 10, 2021

There are many mysteries in life, for example, what exactly is gluten? We all have holes in our knowledge that we’re embarrassed to admit but if your client is still unsure about what an RRSP is and how it works, now might be a good time to have that conversation.
continue reading

A Murky Path: Continuing Concern Over Beneficiary Designation Legislation

October 27, 2021

In our previous The Beneficiary Challenge article, we discussed the 2020 Ontario Superior Court case regarding Calmusky v Calmusky. One of the key issues in this case involved the designation of Gary Calmusky as the beneficiary under his deceased father’s Registered Retirement Income Fund (RRIF). This caused quite a stir when Randy, the other adult son, argued that these funds should not have been administered to Gary directly. Randy then took the case to court, maintaining that the RRIF was held in trust for the estate of the father. He also argued that a bank account, previously held jointly by Gary and the father, was also held in trust for the estate.
continue reading

Planning Opportunities in the Women’s Market

October 13, 2021

As you plan your business development strategies for the coming year and beyond, it may be a good time to consider truly untapped opportunities in the marketplace. For example, understanding how women relate to money and being sensitive to the unique challenges women face can set you apart from your peers.
continue reading

The Death Claims Process – Meeting with Your Client

September 29, 2021

As an Advisor, you continually strive to help your clients plan for their estate planning needs and the needs of their family. Your clients have placed the ultimate confidence in you, entrusting you with the incredible responsibility of representing them after they pass, in order to ensure that their estate wishes are fulfilled. The death of a family member is always traumatic and you have an important role in helping your clients’ beneficiaries through this process with care and understanding.
continue reading

Shining a Light on Seasonal Affective Disorder (SAD) and Underwriting

September 16, 2021

Nearly 10 per cent of Canadians ages 12 and older have a mood disorder (1). One definition of mood disorder is a general emotional state or mood that interferes with one’s ability to function. Major depression disorder (MDD), anxiety and bipolar disorder (BP) are the commonly thought of mood disorders. However, are you aware that seasonal affective disorder, a form of depression, is also a mood disorder?
continue reading

Love and Money

August 4, 2021

Ah love… such a wonderful thing, but sometimes financial strains and worries can get in the way. In fact, 84% of respondents in a Money Magazine survey said that money was the source of marital tensions with disagreements about financial priorities topping the list of problems (1). So, how should your client handle their money in order to avoid these wicked pangs of love?
continue reading

A Case for Holistic and Proactive Employee Wellness

July 21, 2021

Mental health itself is nothing new. However, the ways in which we understand and approach issues related to mental health in society, and in the workplace, are constantly evolving. This is especially visible in the insurance industry, where mental health challenges account for a high percentage of long-term disability (LTD) claims, and are therefore a costly expense for many businesses (1).
continue reading

Our Advisor Community: Nick Hounsell

July 12, 2021

As a father of three, Nova Scotia Advisor Nick Hounsell, an independent Advisor affiliated with PPI, knows how important it is to encourage kids and provide them with the confidence they need to become strong leaders – leaders who then affect meaningful change within their own communities. Kids are bright, energetic, and full of potential, but sometimes they just need the right tools to help them move forward with strength and determination.
continue reading

Life vs. Living Benefits Underwriting: Consider the Differences

July 7, 2021

A look back in time helps demystify insurance underwriting
continue reading

Our Advisor Community: Aubrey DeLima

June 29, 2021

One of PPI’s core beliefs is in the essential value of Advisors in helping their clients, and in the meaningful work they do within their communities. Aubrey Delima, an independent Advisor affiliated with PPI, is one of those Advisors. For over a decade, Aubrey and her family have worked with Canuck Place, a pediatric palliative care provider for kids in BC, to raise funds. Her mission began after she lost her 9-year old daughter Lauren to congenital heart disease. Lauren taught everyone around her how to truly love and live life to the fullest. Aubrey’s eldest daughter Jenna, also diagnosed with a life-threatening disease, received support from Canuck Place too, and is thankfully now doing well at the age of 22. Our hearts are with the Delima family as they continue to raise funds for this incredible hospice and keep Lauren’s memory alive. A true inspiration.
continue reading

SMART TALK… about digital assets

June 2, 2021

Your client has been fairly savvy about their physical assets – they’ve made detailed lists and secured a representative to handle these assets when they are no longer here. However, have they considered their digital assets? Your client’s bank accounts, their social media and online family photos are valuable and need to be protected.
continue reading

Recent Articles

The Loan Calculator

January 19, 2022

Debt. It’s stressful for everyone and nobody wants to carry it for any longer than they absolutely must. So how can you help your client lighten their debt load? Well, when it comes to debt-reduction, the old saying “every little bit counts” may just be the answer.
continue reading

How Much Should My Client Contribute to Their RRSP?

January 12, 2022

Figuring out how much to contribute to your RRSP is important. If your client does it right, they can maximize their tax savings now, while setting themselves up for a good income after retirement. If they do it wrong, they could find themselves paying more taxes than they have to.
continue reading

The Ultimate Planning Tool

January 5, 2022

Permanent life insurance is often said to be the ultimate planning tool because it facilitates beneficial tax and estate planning opportunities and solutions throughout your client’s lifetime to provide them with peace of mind now and into their future. The earlier in life that your client’s permanent life insurance policy is purchased, the greater the impact it can have as a financial instrument.
continue reading

The Mortgage Calculator

December 22, 2021

Home ownership allows your client to build wealth and add to their financial security. Use this Mortgage Calculator or share it with your client to help them figure out payments and keep their budget on track – it’s so easy to use!
continue reading

It’s Beginning to Look a Lot Like Tax Season

December 15, 2021

Everywhere you go
continue reading

The 6 Step Estate Planning Process

December 9, 2021

Here’s a 6 step Estate Planning Process that will ensure you are able to provide your high net-worth clients with advanced planning, in-depth knowledge and experience, the ultimate in service and support, and customized insurance solutions.
continue reading

More Articles

When’s the RRSP Contribution Deadline? Key Dates your Client Needs to Know

December 1, 2021

The 2022 RRSP deadline is fast approaching! This is the time of year when Canadians tend to rush and contribute a little extra in order to unlock a bigger tax refund.
continue reading

Looking Good: Prostate Cancer’s Sharper Image

November 24, 2021

Prostate cancer continues to be a scourge on the Canadian health landscape as the most commonly diagnosed and third leading cause of cancer-related death among men (1). It currently accounts for about 20% of all new cancers in men and approximately 4,500 deaths annually (2). Underwriters increasingly are presented with prostate cancer in the medical history and we will see even more cases as our population continues to age.
continue reading

Improve High Net-Worth Client Sales Outcome

November 17, 2021

Working on high net-worth life insurance cases creates added complexity while demanding increasingly advanced planning. So how can you access advanced estate and tax planning expertise coupled with a deep understanding of life insurance and its custom application – all to help you reduce the overall complexity of large case sales?
continue reading

What Is an RRSP and How Does It Work?

November 10, 2021

There are many mysteries in life, for example, what exactly is gluten? We all have holes in our knowledge that we’re embarrassed to admit but if your client is still unsure about what an RRSP is and how it works, now might be a good time to have that conversation.
continue reading

A Murky Path: Continuing Concern Over Beneficiary Designation Legislation

October 27, 2021

In our previous The Beneficiary Challenge article, we discussed the 2020 Ontario Superior Court case regarding Calmusky v Calmusky. One of the key issues in this case involved the designation of Gary Calmusky as the beneficiary under his deceased father’s Registered Retirement Income Fund (RRIF). This caused quite a stir when Randy, the other adult son, argued that these funds should not have been administered to Gary directly. Randy then took the case to court, maintaining that the RRIF was held in trust for the estate of the father. He also argued that a bank account, previously held jointly by Gary and the father, was also held in trust for the estate.
continue reading

Planning Opportunities in the Women’s Market

October 13, 2021

As you plan your business development strategies for the coming year and beyond, it may be a good time to consider truly untapped opportunities in the marketplace. For example, understanding how women relate to money and being sensitive to the unique challenges women face can set you apart from your peers.
continue reading

The Death Claims Process – Meeting with Your Client

September 29, 2021

As an Advisor, you continually strive to help your clients plan for their estate planning needs and the needs of their family. Your clients have placed the ultimate confidence in you, entrusting you with the incredible responsibility of representing them after they pass, in order to ensure that their estate wishes are fulfilled. The death of a family member is always traumatic and you have an important role in helping your clients’ beneficiaries through this process with care and understanding.
continue reading

Shining a Light on Seasonal Affective Disorder (SAD) and Underwriting

September 16, 2021

Nearly 10 per cent of Canadians ages 12 and older have a mood disorder (1). One definition of mood disorder is a general emotional state or mood that interferes with one’s ability to function. Major depression disorder (MDD), anxiety and bipolar disorder (BP) are the commonly thought of mood disorders. However, are you aware that seasonal affective disorder, a form of depression, is also a mood disorder?
continue reading

Love and Money

August 4, 2021

Ah love… such a wonderful thing, but sometimes financial strains and worries can get in the way. In fact, 84% of respondents in a Money Magazine survey said that money was the source of marital tensions with disagreements about financial priorities topping the list of problems (1). So, how should your client handle their money in order to avoid these wicked pangs of love?
continue reading

A Case for Holistic and Proactive Employee Wellness

July 21, 2021

Mental health itself is nothing new. However, the ways in which we understand and approach issues related to mental health in society, and in the workplace, are constantly evolving. This is especially visible in the insurance industry, where mental health challenges account for a high percentage of long-term disability (LTD) claims, and are therefore a costly expense for many businesses (1).
continue reading

Our Advisor Community: Nick Hounsell

July 12, 2021

As a father of three, Nova Scotia Advisor Nick Hounsell, an independent Advisor affiliated with PPI, knows how important it is to encourage kids and provide them with the confidence they need to become strong leaders – leaders who then affect meaningful change within their own communities. Kids are bright, energetic, and full of potential, but sometimes they just need the right tools to help them move forward with strength and determination.
continue reading

Life vs. Living Benefits Underwriting: Consider the Differences

July 7, 2021

A look back in time helps demystify insurance underwriting
continue reading

Our Advisor Community: Aubrey DeLima

June 29, 2021

One of PPI’s core beliefs is in the essential value of Advisors in helping their clients, and in the meaningful work they do within their communities. Aubrey Delima, an independent Advisor affiliated with PPI, is one of those Advisors. For over a decade, Aubrey and her family have worked with Canuck Place, a pediatric palliative care provider for kids in BC, to raise funds. Her mission began after she lost her 9-year old daughter Lauren to congenital heart disease. Lauren taught everyone around her how to truly love and live life to the fullest. Aubrey’s eldest daughter Jenna, also diagnosed with a life-threatening disease, received support from Canuck Place too, and is thankfully now doing well at the age of 22. Our hearts are with the Delima family as they continue to raise funds for this incredible hospice and keep Lauren’s memory alive. A true inspiration.
continue reading

SMART TALK… about digital assets

June 2, 2021

Your client has been fairly savvy about their physical assets – they’ve made detailed lists and secured a representative to handle these assets when they are no longer here. However, have they considered their digital assets? Your client’s bank accounts, their social media and online family photos are valuable and need to be protected.
continue reading

Recent Articles

The Loan Calculator

January 19, 2022

Debt. It’s stressful for everyone and nobody wants to carry it for any longer than they absolutely must. So how can you help your client lighten their debt load? Well, when it comes to debt-reduction, the old saying “every little bit counts” may just be the answer.
continue reading

How Much Should My Client Contribute to Their RRSP?

January 12, 2022

Figuring out how much to contribute to your RRSP is important. If your client does it right, they can maximize their tax savings now, while setting themselves up for a good income after retirement. If they do it wrong, they could find themselves paying more taxes than they have to.
continue reading

The Ultimate Planning Tool

January 5, 2022

Permanent life insurance is often said to be the ultimate planning tool because it facilitates beneficial tax and estate planning opportunities and solutions throughout your client’s lifetime to provide them with peace of mind now and into their future. The earlier in life that your client’s permanent life insurance policy is purchased, the greater the impact it can have as a financial instrument.
continue reading

The Mortgage Calculator

December 22, 2021

Home ownership allows your client to build wealth and add to their financial security. Use this Mortgage Calculator or share it with your client to help them figure out payments and keep their budget on track – it’s so easy to use!
continue reading

More Articles

It’s Beginning to Look a Lot Like Tax Season

December 15, 2021

Everywhere you go
continue reading

The 6 Step Estate Planning Process

December 9, 2021

Here’s a 6 step Estate Planning Process that will ensure you are able to provide your high net-worth clients with advanced planning, in-depth knowledge and experience, the ultimate in service and support, and customized insurance solutions.
continue reading

When’s the RRSP Contribution Deadline? Key Dates your Client Needs to Know

December 1, 2021

The 2022 RRSP deadline is fast approaching! This is the time of year when Canadians tend to rush and contribute a little extra in order to unlock a bigger tax refund.
continue reading

Looking Good: Prostate Cancer’s Sharper Image

November 24, 2021

Prostate cancer continues to be a scourge on the Canadian health landscape as the most commonly diagnosed and third leading cause of cancer-related death among men (1). It currently accounts for about 20% of all new cancers in men and approximately 4,500 deaths annually (2). Underwriters increasingly are presented with prostate cancer in the medical history and we will see even more cases as our population continues to age.
continue reading

Improve High Net-Worth Client Sales Outcome

November 17, 2021

Working on high net-worth life insurance cases creates added complexity while demanding increasingly advanced planning. So how can you access advanced estate and tax planning expertise coupled with a deep understanding of life insurance and its custom application – all to help you reduce the overall complexity of large case sales?
continue reading

What Is an RRSP and How Does It Work?

November 10, 2021

There are many mysteries in life, for example, what exactly is gluten? We all have holes in our knowledge that we’re embarrassed to admit but if your client is still unsure about what an RRSP is and how it works, now might be a good time to have that conversation.
continue reading

A Murky Path: Continuing Concern Over Beneficiary Designation Legislation

October 27, 2021

In our previous The Beneficiary Challenge article, we discussed the 2020 Ontario Superior Court case regarding Calmusky v Calmusky. One of the key issues in this case involved the designation of Gary Calmusky as the beneficiary under his deceased father’s Registered Retirement Income Fund (RRIF). This caused quite a stir when Randy, the other adult son, argued that these funds should not have been administered to Gary directly. Randy then took the case to court, maintaining that the RRIF was held in trust for the estate of the father. He also argued that a bank account, previously held jointly by Gary and the father, was also held in trust for the estate.
continue reading

Planning Opportunities in the Women’s Market

October 13, 2021

As you plan your business development strategies for the coming year and beyond, it may be a good time to consider truly untapped opportunities in the marketplace. For example, understanding how women relate to money and being sensitive to the unique challenges women face can set you apart from your peers.
continue reading

The Death Claims Process – Meeting with Your Client

September 29, 2021

As an Advisor, you continually strive to help your clients plan for their estate planning needs and the needs of their family. Your clients have placed the ultimate confidence in you, entrusting you with the incredible responsibility of representing them after they pass, in order to ensure that their estate wishes are fulfilled. The death of a family member is always traumatic and you have an important role in helping your clients’ beneficiaries through this process with care and understanding.
continue reading

Shining a Light on Seasonal Affective Disorder (SAD) and Underwriting

September 16, 2021

Nearly 10 per cent of Canadians ages 12 and older have a mood disorder (1). One definition of mood disorder is a general emotional state or mood that interferes with one’s ability to function. Major depression disorder (MDD), anxiety and bipolar disorder (BP) are the commonly thought of mood disorders. However, are you aware that seasonal affective disorder, a form of depression, is also a mood disorder?
continue reading

Recent Articles

The Loan Calculator

January 19, 2022

Debt. It’s stressful for everyone and nobody wants to carry it for any longer than they absolutely must. So how can you help your client lighten their debt load? Well, when it comes to debt-reduction, the old saying “every little bit counts” may just be the answer.
continue reading

How Much Should My Client Contribute to Their RRSP?

January 12, 2022

Figuring out how much to contribute to your RRSP is important. If your client does it right, they can maximize their tax savings now, while setting themselves up for a good income after retirement. If they do it wrong, they could find themselves paying more taxes than they have to.
continue reading

More Articles

The Ultimate Planning Tool

January 5, 2022

Permanent life insurance is often said to be the ultimate planning tool because it facilitates beneficial tax and estate planning opportunities and solutions throughout your client’s lifetime to provide them with peace of mind now and into their future. The earlier in life that your client’s permanent life insurance policy is purchased, the greater the impact it can have as a financial instrument.
continue reading

The Mortgage Calculator

December 22, 2021

Home ownership allows your client to build wealth and add to their financial security. Use this Mortgage Calculator or share it with your client to help them figure out payments and keep their budget on track – it’s so easy to use!
continue reading

It’s Beginning to Look a Lot Like Tax Season

December 15, 2021

Everywhere you go
continue reading

The 6 Step Estate Planning Process

December 9, 2021

Here’s a 6 step Estate Planning Process that will ensure you are able to provide your high net-worth clients with advanced planning, in-depth knowledge and experience, the ultimate in service and support, and customized insurance solutions.
continue reading

When’s the RRSP Contribution Deadline? Key Dates your Client Needs to Know

December 1, 2021

The 2022 RRSP deadline is fast approaching! This is the time of year when Canadians tend to rush and contribute a little extra in order to unlock a bigger tax refund.
continue reading