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your practice
What to know before agreeing to be an executor of a will
A ballpoint pen and a mobile phone rest on top of a last will and testament document that is part of the estate planning process. This image is photographed using a very shallow depth of field.
advisor news
Insurance for transgender, non-binary clients still based on male and female pricing tables
LGBT couple dealing with her problems in online psychotherapy using laptop at home.
carrick on money
Seniors, how’s inflation treating you?
Rob Carrick
your practice
Immediate financing arrangements that leverage permanent life insurance policies grow in popularity
Close-up shot of senior husband and wife sitting at cozy office and studying life insurance policy, female agent assisting them
your practice
Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
Middle aged female financial advisor explaining investment plans to a senior couple at home
your practice
Insurance complaints rise as FSRA ramps up enforcement and clarifies rules
Close-up shot of senior husband and wife sitting at cozy office and studying life insurance policy, female agent assisting them
globe investor
The pros and cons of buying life insurance when you’re older, which portfolio assets you should spend first in retirement and some advice on converting an RRSP
Insurance broker and senior couple at home with folders
carrick on money
Have you answered the ‘what happens to my family if I die suddenly’ question?
Rob Carrick
life
The pros and cons of buying life insurance in retirement
Insurance broker and senior couple at home with folders
analysis
Four changes to Ontario’s estate planning laws advisors and their clients need to consider
Hopeless and upset couple in therapy. Counseling or meeting with marriage counselor or adoption psychologist. Argument and dispute about divorce, alimony, prenup, cheating, betrayal or custody battle.
advisor stocks
Faith-based investing’s influence grows with popularity of responsible investment
Business meeting
international business
HSBC receives regulatory approval to buy out life insurance joint venture in China
FILE PHOTO: The HSBC bank logo is seen in the Canary Wharf financial district in London, Britain, March 3, 2016. REUTERS/Reinhard Krause
tax matters
Four ways to help out your favourite charity with life insurance
Tim Cestnick
carrick on money
The Too Good To Go app cuts food waste while saving you money
Rob Carrick
household finances
No one-size-fits-all answer for when young people should buy life insurance, expert says
Des Carter, right, his partner and their dog pose for a portrait in London, England, in a Nov. 20, 2020, handout photo. Carter made the decision to buy life insurance five years ago when he and his partner were seeking a mortgage approval to purchase their first home together. THE CANADIAN PRESS/HO-Des Carter, *MANDATORY CREDIT*
report on business
Great-West base earnings increase with contribution from MassMutual
Great-West Life world headquarters is pictured in Winnipeg on February 19, 2013.  THE CANADIAN PRESS/John Woods
inside the market
Bond yields have staged a surprising retreat. How low can they go?
A Wall St sign hangs at the New York Stock Exchange (NYSE) at Wall Street on March 23, 2021 in New York City. - Wall Street stocks were under pressure early ahead of congressional testimony from Federal Reserve Chief Jerome Powell as US Treasury bond yields continued to retreat. (Photo by Angela Weiss / AFP) (Photo by ANGELA WEISS/AFP via Getty Images)
globe advisor
Why greater interest in critical illness insurance has not led to increased coverage
top view of lawyer and woman holding paper cut family near cup of coffee, insurance policy agreement, piggy bank and plant
report on business
Canadian life insurers paid out more than $154-million from deaths due to COVID-19 in 2020
FILE PHOTO: The Sun Life Financial logo is seen at their corporate headquarters of One York Street in Toronto, Ontario, Canada, February 11, 2019. REUTERS/Chris Helgren//File Photo