The premier CE destination for Canada's financial professionals

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

Disability Insurance - How to sell a product Canadians don't understand they need

A study conducted by RBC Insurance revealed that half of working Canadians have no disability coverage, either through workplace benefits or personal insurance. Caitlin Bowie, living benefits specialist from RBC Insurance shows how advisors can handle common objections by clients, who often underestimate the risk of a disability and aren't fully aware of the "what", "why" and "how" of disability insurance. 

 

Guide to Recessions

When will the next U.S. recession hit, and what will trigger it?

 

Here to provide answers - as well as insights from past recessions - are economists Darrell Spence and Jared Franz and portfolio manager Joyce Gordon. 

 

 

Universal Life - Past, Present and Future

Universal Life (UL) insurance products have undergone drastic changes in the face of low interest rates and new tax rules. Despite the challenges facing UL, these policies continue to provide an attractive life insurance option for many Canadians. In this course, learn how UL has changed over the years, and explore strategies for selling UL and helping clients get the most from this dynamic product. 

2019 Midyear Outlook

What's in store for global equities, fixed income and world economies for the remainder of 2019 and beyond?

Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts.