In this year’s Insurance Guide, we explain the sudden spike in demand for annuities, incidental sales rules and the looming ban on deferred sales charge for segregated funds, as well as education requirements to sell seg funds and ethics training for life insurance agents.
May 7, 2023Retired and near-retired clients are attracted by the products’ low risk and predictable income
Regulators are drafting new guidance that may lead to revised life insurance licence requirements
New Brunswick joins provinces that enable incidental insurance sales
The life licence course includes material on compliance and regulation, but some advisors may not be required to update their training
Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
