02nd February 2009
A large part of tax savings strategies deal with restructuralizing your earnings through your inner family network and thus getting the benefits of lower tax brackets. In this group of tools you’ll find some very interesting possibilities such as:
...
06th April 2008
Client referrals have always formed the backbone of any successful financial planners strategy. A good method for referral generating can save you large amounts of money that would otherwise spent for advertising. There are proven strategies, sometimes s...
06th April 2008
Life Insurance is one of those business sectors where there's a fine line between success and failure. As there really isn't much information on the internet for aspiring financial planners, I've decided to compile a list of potential pitfalls which you n...
08th February 2008
At senior age, it's very likely that we'll run into a situation when we'll need daily assistance in our living. According to the Underwriters LTC council in Canada, the likelyhood of needed long term care reaches 50 percent after the age of 75. This artic...
02nd February 2008
Client meetings have always formed the backbone a professional financial planners workday. It's undoubtely the most important element that determines ones reputation and success, and the satisfaction of ones clientele. It doesn't matter how do you sound o...
19th January 2008
A large number of my clients asks me about what forms of tax savings can life insurance policies provide. What I keep telling them that while life insurance is a major tool for these purposes, there are other ways in which a Canadian individual can save a...
19th January 2008
Cold calling may be not the most time effective way to generate new leads, but it's still a skill that any professional insurance broker should master. Apply the tips below and watch your clientele grow!
Define the Purpose of the Call Clearly - Even be...
09th November 2007
Group critical illness insurance can be viewed as a combination of group benefits and critical illness policies. This type of benefit is seen as an excellent complement to Group life schemes and can provide a very attractive solution for employees.Critica...
06th November 2007
Shopping for Life Insurance is like shopping for a new pair of shoes. They have to match your outfit and suit your everyday life. You might need shoes for exercising, for business, or for a night on the town. But whatever shoes you choose they have to ser...
01st November 2007
We all know how crucial can one single person become for a company. Many businesses have been built around the strengths and skills of a few individuals whose capital, energy, knowledge and attitude makes them very valuable to the organization.Key person ...
30th August 2007
Within the number of challenges that businesses face today, the employee benefits can be one of the most difficult areas to handle. The balance between providing quality benefits, retaining high quality employees and controlling expenses is one of the mos...
26th July 2007
Today’s advisors are faced with an overwhelming volume of information. I’m
often faced with 50 to 60 e-mails and another 15 voicemails on a daily basis.
I soon realized an effective organizational system was needed to maintain my
profitabil...
26th July 2007
Today’s advisors are faced with an overwhelming volume of information. I’m
often faced with 50 to 60 e-mails and another 15 voicemails on a daily basis.
I soon realized an effective organizational system was needed to maintain my
profitab...
20th July 2007
The recent turbulence in the world and in the stock market will create unique challenges
for advisors during this upcoming RRSP season. The downturn in the economy has reduced the
market value of our clients' portfolios and negative returns have c...
05th July 2007
Clients are becoming increasingly aware of the vast array of financial choices and this trend presents both potential problems and opportunities. Planners who are not striving to improve their competence and level of service may quickly find themselves ...
