4 ways to get clients talking about insurance
One of your clients is an art lover with a valuable collection. Put this to him in your next meeting: “You mentioned you love art…
- July 30, 2015 July 30, 2015
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One of your clients is an art lover with a valuable collection. Put this to him in your next meeting: “You mentioned you love art…
For easier meeting prep, we’ve developed these slides on determining which type of life insurance is best for your client.
Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.
If you have kids attending university, one of the key decisions is whether they should live on or off campus.
Need to get a client in a common-law relationship thinking about estate planning? Try this tip.
Ask your client, “Have you considered your common-law spouse in your will?”
If your client is in business with his spouse, ask: “Do you have a shareholders’ agreement in case of divorce?”
If clients are truly U.S. residents, don’t advise them as if they’re Canadian.
Have you considered naming a power of attorney?
Do you need to update your estate plan?
Do you need to update your estate plan?
If you answer yes to any of these questions, it might be time to revamp your plan
Do you need to update your estate plan?
Next year, the Bank of Canada and the Ministry of Finance could move the national inflation target. Why would they do that? We’ll examine what…
Need to get your client thinking about diversifying her conservative portfolio? Try this tip.
Need to get your client thinking about a disability trust for a family member? Try this tip. Depending on which is better for your client,…
If your client is a conservative investor, educate him about guaranteed income products.
Use the articles and action items from all of our special packages to better connect with your clients.
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It may be more severe than you think
If your client is planning a trip, ask your client, “Do you have travel insurance?”
In the face of market volatility, disappearing pensions and low interest rates, gen-Xers can look to guaranteed income products for secure retirements