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Why you need an Investor Policy Statement?
Investors are again wondering what they should do as stock markets decline around the world.
Synergy Part II – Overall coverage limitations
This second entry seeks to further explain how Manulife can offer a package of coverage (life, disability, critical illness) for up to 30% less than if you purchased individual policies.
New Product Analysis – Synergy Part I – Disability limitations
Manulife does a great job of developing products that address gaps in the marketplace, and an equally great job of promoting them. Their latest creation is an all-in-one product that can provide life, disability and critical illness insurance.
Why pay for a financial plan when you can get one for free?
It is estimated that there are about 150 fee-only financial planners in Canada. That is 150 individuals, not companies. Compare that to the fact that there are over 17,500 Certified Financial Planners (CFPs) across the country.
Worried about being kidnapped? There’s coverage for that!
Although kidnap insurance is not new, the risks associated with international business and personal travel have raised both awareness and the need for this little known or understood insurance product.
US Citizen? Avoid RESPs
U.S.citizens continue to have obligations for U.S. tax purposes even though they may be a Canadian resident for many years.
The Financial Industry Explained
A banker, broker and financial planner walk into a bar…
Don’t let Group Disability Insurance Let you Down
If you are fully disabled for the rest of your working life, the disability benefits within your group medical insurance can easily exceed $1 million over time.
Finding a missing Canada Savings Bond
In past blogs I have highlighted how to find an unclaimed bank balance and a missing life insurance policy. As it turns out, there are millions of matured Canada Savings Bonds (CSBs) that are sitting un-cashed somewhere.