(January 20, 2004) The potential tax consequences of critical illness insurance (CI) was the subject of a popular seminar at the recent World Critical Illness conference in Victoria. Florence Marino, Manulife Financial’s assistant vice-president of tax and estate planning, delved into the Income Tax Act and CCRA’s interpretations of CI in front of a capacity […]
(January 16, 2004) What a difference a year makes. In 2003, the organizer of the first World Critical Illness Insurance (CI) conference told delegates Canada trailed other countries in its knowledge of CI. At this year’s conference, the message is remarkably different. Ben Miclette, Munich Re’s vice-president of living benefits, says the Canadian market generated […]
(June 27, 2003) Arguably one of the most popular breakout seminars at the Million Dollar Round Table annual meeting belonged to Toronto-based industry consultant Norm Trainor, whose “eight best practices” session attracted 1,600 delegates, 100 of whom had to sit on the floor. The 32-year veteran advisor told Advisor.ca after his presentation that advisors’ biggest […]
(June 26, 2003) How much an advisor takes home in pay directly impacts his or her perception of the financial advice industry, according to a recent survey commissioned by industry leader John J. Bowen Jr.’s firm, CEG Worldwide. Bowen presented his findings at the Million Dollar Round Table annual meeting in Las Vegas Wednesday. For […]
(June 25, 2003) With some 7,000 members and special guests from more than 50 nations attending the 2003 Million Dollar Round Table (MDRT) annual meeting in Las Vegas, Advisor.ca wanted to get some Canadian perspective on the value of this conference. We tracked down top advisors Jim Rogers and Diane McCurdy to get their thoughts […]
(July 2003) This year’s Million Dollar Round Table annual meeting was held in Las Vegas in late June, and among the 7,000 or so attendees from over 50 nations, Advisor.ca was there. Here is a complete package of our stories filed from this event, along with a special Advisor.ca worksheet to help you better manage […]
(June 24, 2003) In a packed estate planning seminar at the 2003 Million Dollar Round Table meeting in Las Vegas, a show of hands revealed that more than half of the 800 or so attendees considered client avoidance of and discomfort with estate planning one of their biggest challenges. The same audience was hushed when […]
(June 23, 2003) The Million Dollar Round Table (MDRT) annual meeting kicked off in Las Vegas on June 22 and runs through June 25. Advisor.ca caught up with long-time MDRT member David Wm. Brown, columnist for Advisor’s Edge, before the conference, to get his insight on the state of the insurance industry and what he […]
(January 24, 2003) Advisors interested in selling critical illness insurance need to familiarize themselves with medical research and statistics, experts say. Health and medical issues dominated the final day of the world’s first critical illness conference last weekend in Vancouver. “If you want to do CI profitably you better get to know malignant melanoma really […]
(January 20, 2003) The South African heart surgeon who pioneered the concept behind critical illness insurance says advisors owe it to their clients to spread the word about CI. Dr. Marius Barnard was a keynote speaker last Friday at the first world critical illness insurance conference in Vancouver. “In 1983 I had a tremendous audience […]