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Candace Barnes, Manager, Large Cases with Manulife discusses how permanent insurance products can be structured to suit the needs of large case clients in the affluent and business markets.
Hemal Balsara, Assistant Vice President, Regional Tax, Retirement and Estate Planning with Manulife, talks about how the right insurance fits with smart business planning and how the needs of large cases require specialized service.
Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.
With data scientists on her team, Karen is invested in making it easier for people to buy insurance.
Going above and beyond for your best clients, every step of the way.
If you practice estate or financial planning, you need the latest edition of Canadian Taxation of Life Insurance.
An insurance trust is a trust created by a policy owner (settlor) to ensure proceeds are distributed to the beneficiaries of the trust in a way that meets the settlor’s goals.
Canada’s leading insurance and estate planning advisors, David Wm. Brown passed away on February 17 in Toronto.
The value of an advisor is needed now more than ever.
Capital loss planning for a corporation.
Insurance enjoys more artificial intelligence upgrades.
Growing your practice with exceptional service.