The premier CE destination for Canada's financial professionals

Millennials to Boomers: Better Planning by Generation

Based on age-group research, this program highlights the value of customizing wealth planning strategies based on generational approaches to investing.

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.

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. 

 

 

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.